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| Garrison Point Advisors LLC
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|---|---|
| CRD # | 292016 |
| SEC # | 801-112623 |
| CIK # | 0001767107 |
| AUM | 597.1 M (2026-04-27) |
| Employees | 10 (50% Investors, 0% Brokers) |
| Phone | 415-887-1416 |
| Address | 1600 S Main St Walnut Creek, CA 94596 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 13.0 | ||
| Microsoft Corp | 11.3 | ||
| Nvidia Corp | 7.9 | ||
| Alphabet Inc | 5.3 | ||
| Oracle Corp | 5.2 | ||
| Facebook Inc | 4.6 | ||
| Johnson & Johnson | 4.1 | ||
| Procter & Gamble Co | 4.1 | ||
| Amazon Com Inc | 3.8 | ||
| Costco Wholesale Corp /NEW | 3.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 134 | 48.0 |
| (b) Individuals (high net worth individuals) | 133 | 524.1 |
| (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 | 1 | 10.1 |
| (h) Charitable organizations | 19 | 7.6 |
| (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 | 3 | 7.4 |
| (n) Other | 0 | 0.0 |
| Total | 761 | 597.1 |
| By Discretionary | ||
| Discretionary | 709 | 581.1 |
| Non-Discretionary | 52 | 16.0 |
| Total | 761 | 597.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 6.2 | |
| United States Persons | 590.9 | |
| Total | 761 | 597.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001767107] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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