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GARNETT STATION PARTNERS

NEW YORK, NY · CRD 300033 · IAPD ↗ · (917) 671-9731

$4.19BRegulatory AUM
28Advisory reps
44Employees
0Clients
n/aPlanning clients
27Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

61
April 2026 — GARNETT STATION PARTNERS grew from 22 to 28 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
54
April 2025 — GARNETT STATION PARTNERS reported RAUM up 48% ($2.32B -> $3.44B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
62
April 2024 — GARNETT STATION PARTNERS grew from 14 to 21 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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