Garrison Investment Group Lp
Answer a few questions and
get matched with an advisor.
Learn more about Garrison Investment Group Lp
Overview
Garrison Investment Group Lp operates as a financial advisory company headquartered in New York, New York. It administers $935.6 million in assets under management throughout 34 customer accounts, placing it among the bigger investment advisory firms in the nation by assets under management (AUM). The firm has a small team, including 6 financial advisors. Garrison Investment Group Lp is not a registered broker-dealer, meaning the firm cannot buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer firm to do so. Securities are exchangable fiscal assets such as bonds, equities and options.
Garrison Investment Group Lp administers all of the company's accounts in a discretionary manner. Discretionary management means that transaction choices are made by an investment advisor without needing to seek client permission. The investment advisory firm's average account size is $27.5 million. The typical advisor at Garrison Investment Group Lp manages about six client accounts, making it one of the more individualized advisor firms in the country.
The firm's central office is at 1270 Avenue Of The Americas, New York, New York 10020. The company is legally allowed to serve customers in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Garrison Investment Group Lp by the Numbers
$935.6 million
11
34
$27.5 million
Fee Structure
Fees charged by financial advisors largely depend on which services the firm provides the client. Fees charged by Garrison Investment Group Lp likely are comprised of any blend of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Garrison Investment Group Lp works with pooled investment vehicles. Out of its 34 customers, Garrison Investment Group Lp's largest client is pooled investment vehicles. About 41% of the company's customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Garrison Investment Group Lp does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.