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Building 2GARRISON POINT CAPITAL, LLC

Map pinSAN FRANCISCO, CA
Phone415-887-1410
NotebookSEC #801-77191
Total AUM
$315.5M
Employees
4
Clients
16

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
315 MONTGOMERY STREET
SUITE 900
SAN FRANCISCO
CA 94104
United States
Operating Hours
APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
415-887-1410
Other Offices
3

ReceiptFinancials

Total AUM
$315.5M
Accounts
31
Discretionary
$315.5M
Accounts
31
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
13
AUM
$46.7M
Investment Company Clients
1
AUM
$245.2M
Charitable Organization Clients
1
AUM
$15.4M
Corporation or Business Clients
1
AUM
$8.3M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CAIDTXUT

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.

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