Garrison Point Capital LLC

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Assets, Funds, Holdings

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Garrison Point Capital LLC
CRD #165590
SEC #801-77191
CIK #0001820538
AUM $337.6 M (2025-03-28)
Employees 4 (75% Investors, 0% Brokers)
Phone415-887-1410
Address2001 van Ness Ave
San Francisco, CA 94109
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($B)
5.04.03.02.01.00.02011201620212026
Sector Form 13F Holdings Value ($M)
Uber Technologies Inc 0.8
JDcom Inc 0.6
Ocwen Financial Corp 0.5
Radian Group Inc 0.3
Apple Inc 0.3
 
 
 
 
 
 
Holdings by Sector ($M)
3502802101407002020202120222023
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 14 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 1 0.3
(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 1 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 0.0
(n) Other 0 0.0
Total 34 0.3
By Discretionary
Discretionary 34 0.3
Non-Discretionary 0 0.0
Total 34 0.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.3
Total 34 0.3
EDGAR Form CIK 2011 - 2025
13F-HR [0001820538]
Related Firms State AUM ($B)
Garrison Point Capital LLC
CA 0.3
Garrison Point Funds LLC
CA 0.0
Comparable Firms State AUM ($B)
Global Assets Advisory LLC
FL 0.3
IDB LIDO Wealth LLC
NY 0.3
Flywheel Private Wealth LLC
CA 0.3
The Pitti Group Wealth Management LLC
NY 0.3
Interactive Financial Advisors Inc
IL 0.3
Beacon Investment Advisors LLC
MD 0.3
Paragon Financial Services
VA 0.3
Waterford Advisors LLC
NY 0.3
Manners Paul & Associates Inc
GA 0.3
Bay Harbor Wealth Management LLC
MD 0.3
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