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| Happy Holidays!! thanks for using AUM13F!! |
| Garrison Point Advisors LLC
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| CRD # | 292016 |
| SEC # | 801-112623 |
| CIK # | 0001767107 |
| AUM | $537.0 M (2025-04-04) |
| Employees | 10 (50% Investors, 0% Brokers) |
| Phone | 415-887-1416 |
| Address | 1600 S Main St Walnut Creek, CA 94596 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001767107 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 16.4 | ||
| Apple Inc | 10.6 | ||
| Nvidia Corp | 8.8 | ||
| Oracle Corp | 7.8 | ||
| Procter & Gamble Co | 4.6 | ||
| Amazon Com Inc | 4.2 | ||
| Costco Wholesale Corp /NEW | 4.0 | ||
| VISA Inc | 3.7 | ||
| Alphabet Inc | 3.5 | ||
| Facebook Inc | 3.3 | ||
| Home Depot Inc | 3.1 | ||
| Johnson & Johnson | 2.7 | ||
| Novo Nordisk A S | 2.5 | ||
| Mastercard Inc | 2.4 | ||
| J P Morgan Chase & Co | 2.2 | ||
| Danaher Corp /DE/ | 2.1 | ||
| Alphabet Inc | 2.1 | ||
| FPL Group Inc | 2.0 | ||
| American Water Works Company Inc | 1.9 | ||
| Caterpillar Inc | 1.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 126 | 50.4 |
| (b) Individuals (high net worth individuals) | 124 | 459.5 |
| (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 | 3 | 13.9 |
| (h) Charitable organizations | 18 | 8.0 |
| (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 | 2 | 5.3 |
| (n) Other | 0 | 0.0 |
| Total | 739 | 537.0 |
| By Discretionary | ||
| Discretionary | 688 | 524.0 |
| Non-Discretionary | 51 | 13.0 |
| Total | 739 | 537.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.4 | |
| United States Persons | 531.6 | |
| Total | 739 | 537.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001767107] |
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|---|---|---|
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Kitching Partners LLC
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PA | 0.5 |
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Hudson Capital Management LLC
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NJ | 0.5 |
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Capital Resource Management Inc
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IL | 0.5 |
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Steffes Financial Ltd
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KS | 0.5 |
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Hill Island Financial LLC
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MI | 0.5 |
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First Fiduciary Investment Counsel Inc
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OH | 0.5 |
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Socorro Asset Management LP
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TX | 0.5 |
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Wealth Preservation Advisors LLC
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TN | 0.5 |
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Integral Investment Advisors Inc
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CA | 0.5 |
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DGS Capital Management LLC
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NJ | 0.5 |