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| Garrison Point Advisors LLC
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| |
|---|---|
| CRD # | 292016 |
| SEC # | 801-112623 |
| CIK # | 0001767107 |
| AUM | $184.8 MM (2024-08-13) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 415-887-1416 |
| Address | 1600 S Main St Walnut Creek, CA 94596 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 8.5 | |
| MSFT | 1,918,222.4 | 7.2 | |
| AAPL | 2,382,844.0 | 6.5 | |
| AMZN | 1,092,997.8 | 3.9 | |
| GOOGL | 1,475,138.5 | 3.8 | |
| COST | 207,576.9 | 3.6 | |
| HD | 277,648.0 | 2.9 | |
| V | 419,260.5 | 2.8 | |
| DHR | 183,136.1 | 2.8 | |
| META | 434,852.0 | 2.5 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 96 | 38.0 |
| (b) Individuals (high net worth individuals) | 43 | 142.3 |
| (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 | 1 | 4.5 |
| (n) Other | 0 | 0.0 |
| Total | 339 | 184.8 |
| By Discretionary | ||
| Discretionary | 296 | 173.2 |
| Non-Discretionary | 43 | 11.6 |
| Total | 339 | 184.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 14.0 | |
| United States Persons | 170.8 | |
| Total | 339 | 184.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001767107] |
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