Jonathan
Tran
Garrison Point Capital, LLC
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About this Advisor
Jonathan Tran is a financial advisor based in San Francisco, California, working with Garrison Point Capital, LLC. Jonathan has previously held positions at Sf Sentry Securities, Inc, Garrison Point Capital, LLC, Garrison Point Holdings, Lp, and Garrison Point Funds, LLC. Jonathan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Jonathan is part of Garrison Point Capital, LLC, which operates out of San Francisco, California. The firm has 3 offices and 5 employees. The firm manages assets totaling $485.2 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and selection of other advisers. The fee structure at Garrison Point Capital, LLC includes asset-based and performance-based fees.
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Office Location
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Garrison Point Capital, LLC Brokerage Details
$485,189,913
5
36
$13,477,498
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jonathan Tran Work History
Garrison Point Holdings, Lp
Garrison Point Capital, LLC
Garrison Point Funds, LLC
Sf Sentry Securities, Inc
Disclosures
Please visit the SEC profile of Jonathan Tran to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Garrison Point Capital, LLC
Los Angeles, CA
Eagle, ID
San Francisco, CA
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