Garrison Point Capital, LLC

Garrison Point Capital, LLC is a registered investment advisor specializing in fixed income securities, with a focus on non-agency residential mortgage-backed securities. The firm was established in 2012 and is owned by Garrison Point Holdings, LP. As of December 31, 2022, the firm managed approximately $853,936,991 in discretionary assets for 38 clients. Garrison Point Capital offers tailored investment advice on a discretionary basis, where the firm has full discretion over buying and selling securities. Clients may impose restrictions on their investments upon request. The firm charges fees based on a percentage of assets under management, typically 2% for the CMO Strategy and 1.5% for other strategies, payable quarterly in arrears. Garrison Point Capital is a fiduciary and must act in the best interests of clients. The firm may recommend IRA rollovers, presenting a potential conflict of interest, but assures clients that recommendations are made in their best interest. Clients include high net worth individuals, charitable organizations, and investment companies, with a minimum investment requirement of $1,000,000. The firm's investment strategies include fundamental analysis, charting, and technical analysis across various securities types, with a focus on risk management. Garrison Point Capital does not have custody of client funds and generally provides discretionary advisory services, with clients having the option to direct specific transactions. The firm discloses its brokerage practices, including its discretion over broker selection and commission rates. Clients are encouraged to review custodial statements and compare them with reports provided by the firm. Garrison Point Capital maintains a Code of Ethics and emphasizes client privacy and data security. The firm does not participate in class action lawsuits on behalf of clients and provides guidance on IRA rollover considerations.