Garrett Capital Private Equity LLC

RIASEC Registered
Total AUM
$261K
Discretionary
$0
0% of AUM
Avg account
$65.3K
Accounts
4
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
159567
Fee structure
Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Garrett Capital Private Equity LLC is organized as a limited liability company that acts as an adviser to pooled investment vehicles with an institutional client base. The firm’s registered activity centers on portfolio management for private pooled funds, with a classification as a private equity fund manager. Its operating footprint is small: it reports a fee structure categorized as “Other,” does not present itself as an active ESG investor, and is not identified as a multi-state or newly formed adviser. Investment focus is centered on private markets and other alternative strategies. The firm allocates to private equity, hedge funds and private credit as its primary alternative channels, and it also uses mutual funds and corporate debt for complementary exposure or liquidity management. Garrett Capital’s role appears oriented toward managing or advising private pooled vehicles rather than providing broad retail advisory services.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • David Garrett

    David Garrett

    Portfolio Manager, PrincipalCRD 1114266

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth