Garrison Investment Group LP

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Assets, Funds, Holdings

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Garrison Investment Group LP
CRD #155253
SEC #801-71928
CIK #0001523160, 0001519319
AUM
Employees 7 (29% Investors, 0% Brokers)
Phone646-662-6004
Address1270 Avenue of The Americas
New York, NY 10020
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($B)
6.04.83.62.41.20.02010201520202025
Sector Form 13F Holdings Value ($M)
Broadcom Inc 10.6
Arista Networks Inc 7.8
Autozone Inc 6.8
AbbVie Inc 5.6
Accenture PLC 5.5
Waste Management Inc 5.0
Texas Instruments Inc 5.0
Lincoln Electric Holdings Inc 4.7
Abbott Laboratories 4.3
Deere & Co 4.1
View All
Holdings by Sector ($M)
2502001501005002013201720212025
Type Form D Funds Date Sold ($M) AUM ($M)
HF Garrison Opportunity Fund IV B LP [2021-03-31] 0.0 0.0
SA Garrison MML CLO 2019-1 LP 2020-03-02 361.9
HF Garrison Laurel Funding LP 2019-07-26 11.9
HF GIG FROM Bluebird LP 2019-07-26 37.5
HF Garrison European Real Estate Lending Fund I LLC [2018-03-29] 70.0 22.1
SA Garrison Funding 2018-1 LP 2018-03-29 355.6
HF Garrison MPT Co-Investment Fund LP 2017-03-31 0.0
HF Garrison Alpha Co-Investment Fund LP 2016-11-29 12.6
HF Garrison Bluebird Funding LP 2016-11-29 8.1
HF Garrison SC Strategic Investments LP 2015-05-11 12.4
View All
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 8 0.2
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 8 0.2
By Discretionary
Discretionary 8 0.2
Non-Discretionary 0 0.0
Total 8 0.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.2
Total 8 0.2
Form D Directors # Filings # Firms 2011 - 2025
Brian Chase 38
Joseph Tansey 35
Julian Weldon 32
Garrison Investment Management LLC 20
Steven Stuart 24
Garrison Investment Group LP 6
Garrison Real Estate Fund III Holdings GP LLC 1
Garrison Real Estate Fund III GP LLC 1
Garrison Credit Opportunities GP LLC 1
Garrison Opportunity Fund IV Holdings B GP LLC 1
View All
EDGAR Form CIK 2011 - 2025
13F-HR [0001519319]
3 [0001523160]
SC 13D [0001523160]
Form 13D/13G Filer Form 13D/13G Subject Filed
Garrison Investment Group LP Garrison Capital Inc [2013-04-08]
Form 3/4/5 Subject 2011 - 2025
Garrison Investment Group LP
Garrison Capital Inc.
Related Firms State AUM ($B)
Garrison Capital Advisers LLC
NY 0.0
Garrison Investment Group LP
NY 0.0
Garrison Loan Management LLC
NY 0.0
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