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Eric Isaac Schleien

Granite State Capital Management, LLC

Round Rock, TX

CRD 6394652

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Employer firm

Granite State Capital Management, LLC CRD 172745

$9.13M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Granite State Capital Management, Llc

Round Rock, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-11-16
NY RA APPROVED 2022-04-28
NH RA APPROVED 2014-11-06
  • TX RA
    APPROVED
    Since 2022-11-16
  • NY RA
    APPROVED
    Since 2022-04-28
  • NH RA
    APPROVED
    Since 2014-11-06

Branch Locations

Round Rock, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Granite State Capital Management, Llc Hudson NH 06/2014 Present
Wyoming Warehousing & Safe Deposit Company, Llc Philadelphia PA 12/2019 Present
Other Businesses

1) Wyoming Warehousing & Safe Deposit Company, LLC; Investment related: Yes; Location: 200 North 16th Street, Apt 1102 Philadelphia PA 19102 United States; Description: Private Real Estate Investing; Position Title: Sole Owner; Responsibilities Duties: Buy and hold real estate properties.; Start date: 2019-12-14; Hours during trading hours: 1; Hours outside trading hours: 1. 2) Book Royalties; Investment related: No; Location of the business: 6725 Brindisi Pl Round Rock TX 78665 United States; Position Title: Writer; Responsibilities Duties: None; Start date with business: 2020-12-20; Hours during trading hours: 0; Hours outside trading hours: 0. 3) Mr. Schleien provides coaching and consulting for individuals via www.thinkingtribal.com. This is not investment related. He spends approximately 4-5 hours a month on this outside business activity.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-03-17
  • S65 Uniform Investment Adviser Law Examination
    2014-03-17

View on SEC IAPD

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