← Directory
GARRISON POINT CAPITAL, LLC
CRD 165590File 801-77191
APPROVED
Retail clients
Disclosure events
Filing as of May 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$315.5M
Below cohort median (national)
Discretionary AUM
$315.5M
Clients
16
31 accounts
Employees
4
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Oct 1, 2012
- Principal office
- 315 MONTGOMERY STREET, SUITE 900, SAN FRANCISCO, CA, 94104
- Phone
- 415-887-1410
- Website
- HTTPS://WWW.GARPC.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $315.5M
- Discretionary AUM
- $315.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 31
- Non-discretionary accounts
- 0
- Total accounts
- 31
- AUM per client
- $19.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $8.3M |
| Investment companies | 1 | $245.2M |
| Charitable organizations | Fewer than 5 | $15.4M |
| High net worth individuals | 13 | $46.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C1
- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 17 | 16 | decreased by1 |
| Apr 1, 2026 | AUM | $337,551,144 | $315,514,095 | decreased by$22,037,049 |
| Apr 1, 2026 | Accounts | 34 | 31 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 4 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 39 | 17 | decreased by22 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,274,857,382 | $337,551,144 | decreased by$1,937,306,238 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 39 | 34 | decreased by5 |
| Jul 1, 2022 | Disclosures | No | Yes | |
| Jun 1, 2022 | Employees | 9 | 8 | decreased by1 |
| Jun 1, 2022 | AUM | $4,409,007,715 | $2,274,857,382 | decreased by$2,134,150,333 |
| Apr 1, 2022 | Clients | 40 | 39 | decreased by1 |
| Apr 1, 2022 | AUM | $3,475,651,034 | $4,409,007,715 | increased by$933,356,681 |
| Apr 1, 2022 | Accounts | 40 | 39 | decreased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GARRISON POINT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GARRISON POINT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.