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GARRISON POINT CAPITAL, LLC

SAN FRANCISCO, CA · CRD 165590 · IAPD ↗ · 415-887-1410

$315.5MRegulatory AUM
3Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
4States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
April 2025 — GARRISON POINT CAPITAL, LLC reported RAUM down 30% ($485.2M -> $337.6M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
45
June 2024 — GARRISON POINT CAPITAL, LLC notice-filed in UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
48
April 2024 — GARRISON POINT CAPITAL, LLC reported RAUM down 43% ($853.9M -> $485.2M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
48
March 2024 — GARRISON POINT CAPITAL, LLC moved its main office from WALNUT CREEK, CA to SAN FRANCISCO, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
53
March 2024 — GARRISON POINT CAPITAL, LLC added office(s): 1 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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