Overview
Assets Under Management: $485 million
Headquarters: SAN FRANCISCO, CA
High-Net-Worth Clients: 14
Average Client Assets: $3.5 million
Frequently Asked Questions
GARRISON POINT CAPITAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #165590), GARRISON POINT CAPITAL, LLC is subject to fiduciary duty under federal law.
GARRISON POINT CAPITAL, LLC is headquartered in SAN FRANCISCO, CA.
GARRISON POINT CAPITAL, LLC serves 14 high-net-worth clients according to their SEC filing dated May 29, 2024. View client details ↓
According to their SEC Form ADV, GARRISON POINT CAPITAL, LLC offers portfolio management for individuals, portfolio management for businesses, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
GARRISON POINT CAPITAL, LLC manages $485 million in client assets according to their SEC filing dated May 29, 2024.
According to their SEC Form ADV, GARRISON POINT CAPITAL, LLC serves high-net-worth individuals, businesses, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 14
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 9.98%
Average Client Assets: $3.5 million
Total Client Accounts: 36
Discretionary Accounts: 36
Regulatory Filings
CRD Number: 165590
Filing ID: 1879020
Last Filing Date: 2024-05-29 08:15:00