{
  "crd_number": 165590,
  "slug": "garrison-point-capital-llc-san-francisco-ca-165590",
  "primary_business_name": "GARRISON POINT CAPITAL, LLC",
  "legal_name": "GARRISON POINT CAPITAL, LLC",
  "dbas": [
    "GARRISON POINT CAPITAL"
  ],
  "city": "San Francisco",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41860",
  "metro": {
    "cbsa_code": "41860",
    "common_name": "San Francisco",
    "msa_name": "San Francisco-Oakland-Fremont, CA",
    "path": "/advisors/ca/san-francisco"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2012-10-01",
  "years_registered": 14,
  "period": "2026-10-01",
  "filing_date": "2026-05-26",
  "carried_forward": false,
  "raum_total": 315514095.0,
  "raum_discretionary": 315514095.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 15402888.0,
      "count": 1,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 245153218.0,
      "count": 1
    },
    "high_net_worth_individuals": {
      "raum": 46656190.0,
      "count": 13
    },
    "corporations_other_businesses": {
      "raum": 8301799.0,
      "count": 1,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 4,
  "states_registered": [
    "CA",
    "ID",
    "TX",
    "UT"
  ],
  "websites": [
    "https://garpc.com",
    "https://linkedin.com/COMPANY/GARRISON-POINT-CAPITAL"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/165590",
  "disclosure_items": [
    {
      "item": "11.C(1)",
      "question": "Has the SEC or the CFTC ever found that the firm or an advisory affiliate made a false statement or omission?"
    },
    {
      "item": "11.C(2)",
      "question": "Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?"
    },
    {
      "item": "11.C(4)",
      "question": "Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    },
    {
      "item": "11.C(5)",
      "question": "Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?"
    }
  ],
  "city_as_filed": "SAN FRANCISCO",
  "url": "https://advisorcensus.com/firm/garrison-point-capital-llc-san-francisco-ca-165590",
  "display_name": "Garrison Point Capital, LLC",
  "summary": "Garrison Point Capital, LLC is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2012, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 26, 2026.",
  "citation": "AdvisorCensus. Garrison Point Capital, LLC (CRD 165590): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Garrison Point Capital, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Garrison Point Capital, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "Where is Garrison Point Capital, LLC located?",
      "a": "Garrison Point Capital, LLC's principal office is in San Francisco, CA, according to its Form ADV."
    },
    {
      "q": "Is Garrison Point Capital, LLC registered with the SEC or a state?",
      "a": "Garrison Point Capital, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 165590."
    },
    {
      "q": "How much does Garrison Point Capital, LLC manage?",
      "a": "Garrison Point Capital, LLC reports $315,514,095 in regulatory assets under management in its Form ADV filing dated May 26, 2026 (100% discretionary)."
    },
    {
      "q": "How have Garrison Point Capital, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Garrison Point Capital, LLC: Regulatory assets under management: $3,475,651,034 in the October 2021 data and $315,514,095 in the October 2026 data, down 91%. Total employees: 9 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Garrison Point Capital, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (13); investment companies (1); charitable organizations (1)."
    },
    {
      "q": "Which custodians does Garrison Point Capital, LLC use?",
      "a": "Garrison Point Capital, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Merrill Lynch & Co., INC/ BofA, Northern Trust and RBC Capital Markets, LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Garrison Point Capital, LLC report any disciplinary disclosures?",
      "a": "Reports 4 disclosure items on Form ADV Item 11: yes answers to 11.C(1) (SEC or CFTC finding of a false statement or omission), 11.C(2) (SEC or CFTC finding of a violation), 11.C(4) (SEC or CFTC order), and 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/165590"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 3475651034.0,
      "total_employees": 9,
      "filing_date": "2021-05-19"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 2274857382.0,
      "total_employees": 8,
      "filing_date": "2022-06-21"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 853936991.0,
      "total_employees": 7,
      "filing_date": "2023-03-21"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 485189913.0,
      "total_employees": 5,
      "filing_date": "2024-05-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 337551144.0,
      "total_employees": 4,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 315514095.0,
      "total_employees": 4,
      "filing_date": "2026-05-26"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Merrill Lynch & Co., INC/ BofA",
      "name_as_filed": "MERRILL LYNCH & CO., INC/ BOFA",
      "affiliated": false
    },
    {
      "name": "Northern Trust",
      "name_as_filed": "NORTHERN TRUST",
      "affiliated": false
    },
    {
      "name": "RBC Capital Markets, LLC",
      "name_as_filed": "RBC CAPITAL MARKETS, LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/garrison-point-capital-llc-san-francisco-ca-165590.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 13,
      "fewer_than_5": false,
      "raum": 46656190.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 245153218.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 15402888.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": true,
      "raum": 8301799.0
    }
  ],
  "disclosure_line": "Reports 4 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/165590",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}