SAN FRANCISCO, CACRD 165590Latest ADV March 23, 2026
Garrison Point Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated March 23, 2026, reports $316M in regulatory assets under management, 4 employees, 3 offices, and 31 accounts.
Assets Under Management
$316M
Employees
4
Offices
3 offices
Total Clients
16
Primary office
SAN FRANCISCO, CA
201 SPEAR STREET, SUITE 1100, SAN FRANCISCO, CA, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 81.3% of total clients.
Top client categories% of clientsClients
1
HNWI
81.3%
13
2
Investment Cos.
6.3%
1
3
Charitable
6.3%
1
4
Corporations
6.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$316Mas of March 23, 2026
Discretionary100.0%
$316M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$316M
Total Accounts31
10Y AUM Change$-172M (-35.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee4:1
10Y Employee Change-3 (-42.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.