GARRISON POINT CAPITAL, LLC
C46
CRD 165590·SEC 801-77191·SAN FRANCISCO, CA
AUM
$315.5M
$100M-$500M
Est. Revenue
$3.2M
@ 1% on AUM
Est. EBITDA
$947K
@ 30% margin
Est. Deal Value
$7.6M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $2.56B
'21 · $4.09B
'22 · $3.48B
'23 · $2.27B
'25 · $337.6M
'26 · $315.5M
'20'26
$2.56B → $315.5M▼ -88%
Client mix
| Individuals High Net Worth | 13 |
| Investment Companies | 1 |
| Charitable Organizations | 1 |
| Corporations | 1 |
Operations
Advisory staff (5-yr trend)
'20 · 4 advisors
'21 · 4 advisors
'22 · 4 advisors
'23 · 4 advisors
'25 · 3 advisors
'26 · 3 advisors
'20'26
4 advisors → 3 advisors▼ -25%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — businesses
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (11)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
2033 N. MAIN STREETSUITE 1050WALNUT CREEK, CA 94596
Business
2033 N. MAIN STREETSUITE 1050WALNUT CREEK, CA 94596
Edgar Recent Filings
13F-HR2022-10-24 · 0001606587-22-001962
13F-HR2022-08-10 · 0001606587-22-001692