# Garrison Point Capital, LLC

> 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.

- CRD: 165590
- Filed as: GARRISON POINT CAPITAL, LLC
- Also doing business as: GARRISON POINT CAPITAL
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: May 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/165590
- AdvisorCensus page: https://advisorcensus.com/firm/garrison-point-capital-llc-san-francisco-ca-165590

## Quick answers

**How is Garrison Point Capital, LLC compensated?**
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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Garrison Point Capital, LLC located?**
Garrison Point Capital, LLC's principal office is in San Francisco, CA, according to its Form ADV.

**Is Garrison Point Capital, LLC registered with the SEC or a state?**
Garrison Point Capital, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 165590.

**How much does Garrison Point Capital, LLC manage?**
Garrison Point Capital, LLC reports $315,514,095 in regulatory assets under management in its Form ADV filing dated May 26, 2026 (100% discretionary).

**How have Garrison Point Capital, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Garrison Point Capital, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (13); investment companies (1); charitable organizations (1).

**Which custodians does Garrison Point Capital, LLC use?**
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.

**Does Garrison Point Capital, LLC report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Merrill Lynch & Co., INC/ BofA
- Northern Trust
- RBC Capital Markets, LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $315,514,095
- Discretionary: $315,514,095
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 13 | $46,656,190 |
| Investment companies | 1 | $245,153,218 |
| Charitable organizations | 1 | $15,402,888 |
| Corporations or other businesses not listed above | 1 | $8,301,799 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, ID, TX, UT
- Disclosures (Item 11): Reports 4 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.C(1): Has the SEC or the CFTC ever found that the firm or an advisory affiliate made a false statement or omission?
- 11.C(2): 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?
- 11.C(4): Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.C(5): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/165590

### Websites listed on Form ADV (Item 1.I)
- garpc.com
- LinkedIn @GARRISON-POINT-CAPITAL

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $3,475,651,034 | 9 | May 19, 2021 |
| October 2022 | $2,274,857,382 | 8 | June 21, 2022 |
| October 2023 | $853,936,991 | 7 | March 21, 2023 |
| October 2024 | $485,189,913 | 5 | May 29, 2024 |
| October 2025 | $337,551,144 | 4 | March 28, 2025 |
| October 2026 | $315,514,095 | 4 | May 26, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Garrison Point Capital, LLC (CRD 165590): Form ADV filing data as of October 2026.