GARRISON POINT CAPITAL, LLC

RIASEC RegisteredEst. 2012
Total AUM
$316M
Discretionary
$316M
100% of AUM
Avg account
$10.2M
Accounts
31
Employees
4
Advisory reps
4

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
165590
Registered since
October 1, 2012
Website
www.garpc.com
Custodians
RBC CAPITAL MARKETS, LLC, MERRILL LYNCH & CO., INC/ BOFA, CHARLES SCHWAB & CO., INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies77.7%
  • HNWI14.79%
  • Charitable Organizations4.88%
  • Corporations / Businesses2.63%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Garrison Point Capital, LLC is a privately held investment adviser organized as an LLC and registered with the SEC in 2012. The firm provides discretionary portfolio management across individual and family clients as well as institutional investors, and lists advisory services for individuals/small businesses, investment companies, and businesses or institutions. Its fee schedule combines a percentage-of-AUM component with performance-based fees. The firm does not identify as an active ESG investor and is not positioned primarily as a capital allocator to other managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 61%, Public Funds/Mutual Funds 26%, Exchange Traded Equities 10%, Cash & Cash Equivalents 2%, State & Local Bonds 1%61%
  • Other61%
  • Public Funds/Mutual Funds26%
  • Exchange Traded Equities10%
  • Cash & Cash Equivalents2%
  • State & Local Bonds1%

Owners & executives

2 of 2

  • BRIAN LOO

    CIO & Portfolio ManagerCRD 2800055

  • ANDY LI

    Chief Financial OfficerCRD 5304571

Contacts

2 of 2

  • GARRETT SMITH

    Portfolio ManagerCRD 5213553

  • JONATHAN TRAN

    Managing DirectorCRD 5019901

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 6

Active vs passive

$3.8M in ETFs

Passive

100%

$3.8M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$914K2,54823.86%
Unlock additional holdings →

Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
315 Montgomery St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth