Garrison Investment Group LP

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
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 AUM
HF Garrison Opportunity Fund IV B LP [2021-03-31]
Offered $800,000,000 · Filed 2014-11-13 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000,000 · Remaining $800,000,000 · Duration One year or less · Revenue Decline to Disclose
SA Garrison MML CLO 2019-1 LP 2020-03-02 361.9 M
HF Garrison Laurel Funding LP 2019-07-26 11.9 M
HF Gig From Bluebird LP 2019-07-26 37.5 M
HF Garrison European Real Estate Lending Fund I LLC [2018-03-29] 70.0 M 22.1 M
Filed 2019-03-06 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose
SA Garrison Funding 2018-1 LP 2018-03-29 355.6 M
HF Garrison MPT Co-Investment Fund LP 2017-03-31
HF Garrison Alpha Co-Investment Fund LP 2016-11-29 12.6 M
HF Garrison Bluebird Funding LP 2016-11-29 8.1 M
HF Garrison SC Strategic Investments LP 2015-05-11 12.4 M
View All
AUM Breakdown Accounts AUM ($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 Role # Filings # Firms 2011 - 2026
Brian Chase Executive Officer 38 4
Joseph Tansey Executive Officer 35 4
Julian Weldon Executive Officer 32 4
Garrison Investment Management LLC Executive Officer, Promoter 20 4
Steven Stuart Executive Officer 24 3
Garrison Investment Group LP Promoter 6 2
Garrison Financial Assets MM LLC Promoter 1 1
Garrison Opportunity GP II C LLC Promoter 1 1
Garrison Real Estate Fund II GP LLC Promoter 1 1
Fairchild Offshore Master GP LLC Promoter 1 1
Garrison Real Estate Fund GP LLC Promoter 1 1
Garrison Special Opportunities Institutional Fund LP Promoter 1 1
Garrison Opportunity MM II A LLC Promoter 1 1
Garrison Opportunity Fund III B GP LLC Promoter 1 1
Garrison Special Opportunities GP LLC Promoter 1 1
Garrison Opportunity Fund IV B GP LLC Promoter 1 1
Garrison Opportunity Fund III A MM LLC Promoter 1 1
Garrison Opportunity Fund IV A MM LLC Promoter 1 1
Garrison Credit Opportunities GP LLC Promoter 1 1
Garrison Opportunity Fund IV Holdings B GP LLC Executive Officer 1 1
Garrison Real Estate Fund III GP LLC Promoter 1 1
Garrison Real Estate Fund III Holdings GP LLC Promoter 1 1
EDGAR Form CIK 2011 - 2026
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]
Firm Profile (Form ADV)
Discretionary AUM$3.8B
ServesInstitutional
Fund TypesHedge Fund, Private Equity, Real Estate
Form 3/4/5 Subject 2011 - 2026
Garrison Capital Inc
Garrison Investment Group LP
Related Firms State AUM
Garrison Capital Advisers LLC
NY
Garrison Investment Group LP
NY
Garrison Loan Management LLC
NY
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com