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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Garrison Murphy Wealth Management LLC
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|---|---|
| CRD # | 298004 |
| SEC # | 801-113887 |
| CIK # | |
| AUM | $235.5 M (2025-06-11) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 716-462-5468 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Core Convexity Fund LP | 2025-06-11 | 10.7 | |
| HF | Core Convexity International Fund LP | 2025-06-11 | 2.6 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1 | 0.8 |
| (b) Individuals (high net worth individuals) | 25 | 234.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 127 | 235.5 |
| By Discretionary | ||
| Discretionary | 127 | 235.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 127 | 235.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 235.5 | |
| Total | 127 | 235.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Winebrenner Capital Management LLC
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|
KY | 0.2 |
|
Game Creek Capital LP
✚
|
MA | 0.2 |
|
Broadmark Asset Management LLC
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|
TX | 0.2 |
|
Schear Investment Advisers LLC
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|
OH | 0.2 |
|
Commerce Advisors LLC
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|
TN | 0.2 |
|
Washington Growth Strategies LLC
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|
DC | 0.2 |
|
Evergreen Capital Associates LLC
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|
NJ | 0.2 |
|
Stance Capital LLC
✚
|
MA | 0.2 |
|
MORI Huston Partners LLC
✚
|
FL | 0.2 |
|
Gulfstream CM LLC
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|
NJ | 0.2 |