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GARRISON INVESTMENT GROUP LP

NEW YORK, NY · CRD 155253 · IAPD ↗ · 1-646-662-6004

$195.4MRegulatory AUM
2Advisory reps
7Employees
0Clients
n/aPlanning clients
9Private funds
1States
7Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
July 2024 — GARRISON INVESTMENT GROUP LP (NEW YORK, NY) left the SEC roster (was $195.4M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
30
April 2024 — GARRISON INVESTMENT GROUP LP reported RAUM down 79% ($935.6M -> $195.4M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
35
April 2024 — GARRISON INVESTMENT GROUP LP shrank from 6 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.