Garrison Point Capital, LLC

RIASEC Registered

Total AUM

$316M

Discretionary

$316M

100% of AUM

Avg account

$10.2M

Accounts

Employees

Advisory reps

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 an institutional RIA organized as a limited liability company and registered with the SEC in 2012. The firm serves both individual/family clients and institutional clients, and it charges a mix of percentage-of-AUM fees and performance-based fees. Its advisory coverage includes portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for businesses or institutions. The firm is not identified as an active ESG investor. Ownership is listed as a combination of domestic entities and individuals. The firm is not designated as a capital allocator or a pension consultant in the source data.