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| Keyboard |
| Garrison Point Capital LLC
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|---|---|
| CRD # | 165590 |
| SEC # | 801-77191 |
| CIK # | 0001820538 |
| AUM | 315.5 M (2026-05-26) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 415-887-1410 |
| Address | 315 Montgomery Street San Francisco, CA 94104 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($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 ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 13 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.2 |
| (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 | 31 | 0.3 |
| By Discretionary | ||
| Discretionary | 31 | 0.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 31 | 0.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.3 | |
| Total | 31 | 0.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001820538] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Related Firms | State | AUM |
|---|---|---|
|
Garrison Point Capital LLC
✚
|
CA | 315.5 M |
|
Garrison Point Funds LLC
✚
|
CA |
| Comparable Firms | State | AUM |
|---|---|---|
|
Duet Advisory Services LLC
✚
|
MI | 316.5 M |
|
Salvus Wealth Management LLC
✚
|
NJ | 316.5 M |
|
First Oak Wealth Management LLC
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|
NC | 316.2 M |
|
Wealth Analytics Partners LLC
✚
|
CA | 316.0 M |
|
Gibert Wealth Management LLC
✚
|
316.0 M | |
|
Pacifica Partners Inc
✚
|
316.0 M | |
|
Camarda Financial Advisors LLC
✚
|
FL | 315.4 M |
|
Twin Lakes Capital Management LLC
✚
|
CA | 314.7 M |
|
Vista Advisor Group LLC
✚
|
CA | 314.6 M |
|
Define Financial LLC
✚
|
CA | 314.6 M |