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RIA / WealthRegistered adviserother adviserSEC registeredRAUM 100m 1b

GARRISON POINT CAPITAL, LLC

CRD 165590

SAN FRANCISCO, CA

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Search this name across graphsid dfx:ria:1c1fe526-1568-a876-e0bc-ec95ab526c5d

Data as of May 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 23
Dated events: 12
On other graphs: 0
Observed: Sep 21, 2012 to May 26, 2026
51 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: other adviserderivedprivate_client_share=0.15 fund_share=0.78 institutional_share=0.05 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $316MItem 5.F on the latest filing (2026-05-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $316M
Private client RAUM: $46.7MderivedItem 5.D individuals plus high net worth individuals
Private client share: 15%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $105Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 3
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 31
High net worth clients: 13
SEC number: 801-77191
CRD: 165590
Filings on the tape: 51
First filed: Sep 21, 2012
Latest filed: May 26, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JONATHAN QUOC-ANH TRAN	n/a	SAN FRANCISCO, CA	13	19	4	no
Garrett James Smith	n/a	Eagle, ID \| SAN FRANCISCO, CA	13	19	5	no
BRIAN HENG-HOK LOO	n/a	LAGUNA BEACH, CA \| SAN FRANCISCO, CA	13	25	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
GARRISON POINT HOLDINGS GP, LLC	GENERAL PARTNER	F	yes	07/2018	Jul 27, 2018	May 29, 2024
GARRISON POINT HOLDINGS, LP	Owner	E	yes	07/2018	Jul 27, 2018	May 29, 2024
JONATHAN TRAN REVOCABLE LIVING TRUST	MANAGING MEMBER	F	yes	07/2018	Mar 21, 2023	May 29, 2024
JONATHAN TRAN REVOCABLE LIVING TRUST	MANAGING MEMBER	F	yes	07/2018	Mar 21, 2023	May 29, 2024
LI, ANDY	CHIEF FINANCIAL OFFICER	Na	yes	01/2015	Feb 29, 2016	May 29, 2024
LOO, BRIAN, HENG-HOK	MANAGING MEMBER	F	yes	07/2018	Mar 31, 2014	May 29, 2024
LOO, BRIAN, HENG-HOK	MANAGING MEMBER	F	yes	07/2018	Mar 31, 2014	May 29, 2024
LOO, BRIAN, HENG-HOK	CHIEF INVESTMENT OFFICER	Na	yes	04/2013	Mar 31, 2014	May 29, 2024
SMITH, GARRETT, JAMES	Owner	E	yes	06/2019	Jan 24, 2013	May 29, 2024
SMITH, GARRETT, JAMES	Owner	D	yes	07/2018	Jan 24, 2013	May 29, 2024
SMITH, GARRETT, JAMES	CHIEF EXECUTIVE OFFICER	Na	yes	10/2012	Jan 24, 2013	May 29, 2024
TRAN, JONATHAN, QUOC-ANH	MANAGING DIRECTOR	Na	yes	10/2012	Mar 31, 2014	May 29, 2024
TRAN, JONATHAN, QUOC-ANH	Trustee	F	yes	03/2013	Mar 31, 2014	May 29, 2024
TRIDENT63 HOLDINGS, LLC	Owner	D	yes	06/2019	Aug 7, 2019	May 29, 2024
MEISSNER, JULIE, THERESE	Cco	Na	no	09/2012	Sep 21, 2012	May 29, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 14 of 15

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 23, 2026	$316M	$316M	4	3	3	n/a	n/a
2024	Mar 28, 2025	$338M	$338M	4	3	3	n/a	n/a
2023	Mar 28, 2024	$485M	$485M	5	3	3	n/a	n/a
2022	Mar 21, 2023	$854M	$854M	7	3	1	n/a	n/a
2021	Mar 28, 2022	$4.4B	$4.4B	9	4	1	n/a	n/a
2020	Mar 25, 2021	$3.5B	$3.5B	9	4	0	n/a	n/a
2019	Mar 17, 2020	$4.1B	$4.1B	9	4	0	n/a	n/a
2018	Feb 27, 2019	$2.6B	$2.6B	9	4	0	n/a	n/a
2017	Mar 28, 2018	$1.8B	$1.8B	9	4	0	n/a	n/a
2016	Mar 28, 2017	$488M	$488M	7	3	n/a	n/a	n/a
2015	Mar 17, 2016	$252M	$252M	7	3	n/a	n/a	n/a
2014	Mar 31, 2015	$170M	$170M	6	3	n/a	n/a	n/a
2013	Mar 28, 2014	$136M	$130M	5	3	n/a	n/a	n/a
2012	Mar 25, 2013	$64.0M	$64.0M	5	3	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$316M	$338M	-6.5%	$854M	-28.2%	4	4	3	3

Relationships

Affiliated with (5)

← GARRISON POINT FUNDS, LLCRegistered adviserother investment adviser, common control
factForm ADV
← SIVIA CAPITAL INVESTMENTS, LLCRegistered adviserother investment adviser, common control
factForm ADV
← PINE CAPITAL MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV
← SAN FRANCISCO SENTRY RISK ADVISORS, LLCRegistered adviserother investment adviser, common control
factForm ADV
← NCS WEALTH, LLCRegistered adviserother investment adviser, common control
factForm ADV

Registered with (3)

← BRIAN HENG-HOK LOOAdvisorregistration: current employment
May 21, 2013 to presentfactForm ADV
← JONATHAN QUOC-ANH TRANAdvisorregistration: current employment
Oct 31, 2012 to presentfactForm ADV
← Garrett James SmithAdvisorregistration: current employment
Oct 31, 2012 to presentfactForm ADV

Controls (8)

← LOO, BRIAN, HENG-HOKOwnerMANAGING MEMBER, ownership code F, individual
Mar 31, 2014 to May 29, 2024factForm ADV
← TRAN, JONATHAN, QUOC-ANHOwnerTRUSTEE, ownership code F, individual
Mar 31, 2014 to May 29, 2024factForm ADV
← SMITH, GARRETT, JAMESOwnerOWNER, ownership code D, individual
Jan 24, 2013 to May 29, 2024factForm ADV
← LI, ANDYOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Feb 29, 2016 to May 29, 2024factForm ADV
← GARRISON POINT HOLDINGS GP, LLCOwnerGENERAL PARTNER, ownership code F, domestic entity
Jul 27, 2018 to May 29, 2024factForm ADV
← GARRISON POINT HOLDINGS, LPOwnerOWNER, ownership code E, domestic entity
Jul 27, 2018 to May 29, 2024factForm ADV
← JONATHAN TRAN REVOCABLE LIVING TRUSTOwnerMANAGING MEMBER, ownership code F, domestic entity
Mar 21, 2023 to May 29, 2024factForm ADV
← TRIDENT63 HOLDINGS, LLCOwnerOWNER, ownership code D, domestic entity
Aug 7, 2019 to May 29, 2024factForm ADV

Owns (1)

← MEISSNER, JULIE, THERESEOwnerCCO, ownership code NA, individual
Sep 21, 2012 to May 29, 2024factForm ADV

Dated events

Occurred
Mar 28, 2025
Regulatory AUM changed
Garrison Point Capital, Llc reported RAUM $337.6M, down 30% from $485.2M (2025-01-02 to 2025-03-28)
Form ADVobserved 5 days ago
$-148M
Occurred
Mar 28, 2024
Regulatory AUM changed
Garrison Point Capital, Llc reported RAUM $485.2M, down 43% from $853.9M (2024-02-14 to 2024-03-28)
Form ADVobserved 5 days ago
$-369M
Occurred
Mar 21, 2023
Regulatory AUM changed
Garrison Point Capital, Llc reported RAUM $853.9M, down 62% from $2.3B (2022-11-11 to 2023-03-21)
Form ADVobserved 5 days ago
$-1.4B
Occurred
Mar 21, 2023
Control person left
Spencer Thomas Miner (Co Trustee) no longer on Schedule A of Garrison Point Capital, Llc (listed 2022-11-11, absent 2023-03-21)
Form ADVobserved 5 days ago
Occurred
Mar 21, 2023
Control person left
Sandquist Julia Miner (Co Trustee) no longer on Schedule A of Garrison Point Capital, Llc (listed 2022-11-11, absent 2023-03-21)
Form ADVobserved 5 days ago
Occurred
May 27, 2022
Regulatory AUM changed
Garrison Point Capital, Llc reported RAUM $2.3B, down 48% from $4.4B (2022-03-28 to 2022-05-27)
Form ADVobserved 5 days ago
$-2.1B
Occurred
Mar 28, 2022
Regulatory AUM changed
Garrison Point Capital, Llc reported RAUM $4.4B, up 27% from $3.5B (2021-05-19 to 2022-03-28)
Form ADVobserved 5 days ago
$933M
Occurred
Mar 17, 2020
Regulatory AUM changed
Garrison Point Capital, Llc reported RAUM $4.1B, up 60% from $2.6B (2019-08-07 to 2020-03-17)
Form ADVobserved 5 days ago
$1.5B
Occurred
Aug 7, 2019
Control person joined
Sandquist Julia Miner (Co Trustee) appeared on Schedule A of Garrison Point Capital, Llc
Form ADVobserved 5 days ago
Occurred
Sep 12, 2018
Regulatory AUM changed
Garrison Point Capital, Llc reported RAUM $2.3B, up 33% from $1.8B (2018-07-27 to 2018-09-12)
Form ADVobserved 5 days ago
$573M
Occurred
Mar 28, 2018
Regulatory AUM changed
Garrison Point Capital, Llc reported RAUM $1.8B, up 261% from $487.6M (2017-03-28 to 2018-03-28)
Form ADVobserved 5 days ago
$1.3B
Occurred
Sep 21, 2012
First Form ADV filing
Garrison Point Capital, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1c1fe526-1568-a876-e0bc-ec95ab526c5d
First observed: Sep 21, 2012
Last observed: May 26, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

GARRISON POINT CAPITAL, LLC

CRD 165590

SAN FRANCISCO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1c1fe526-1568-a876-e0bc-ec95ab526c5d

Data as of May 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:23 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JONATHAN QUOC-ANH TRAN

n/a

SAN FRANCISCO, CA

Garrett James Smith

n/a

Eagle, ID | SAN FRANCISCO, CA

BRIAN HENG-HOK LOO

n/a

LAGUNA BEACH, CA | SAN FRANCISCO, CA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GARRISON POINT HOLDINGS GP, LLC

GENERAL PARTNER

yes

07/2018

Jul 27, 2018

May 29, 2024

GARRISON POINT HOLDINGS, LP

Owner

yes

07/2018

Jul 27, 2018

May 29, 2024

JONATHAN TRAN REVOCABLE LIVING TRUST

MANAGING MEMBER

yes

07/2018

Mar 21, 2023

May 29, 2024

JONATHAN TRAN REVOCABLE LIVING TRUST

MANAGING MEMBER

yes

07/2018

Mar 21, 2023

May 29, 2024

LI, ANDY

CHIEF FINANCIAL OFFICER

yes

01/2015

Feb 29, 2016

May 29, 2024

LOO, BRIAN, HENG-HOK

MANAGING MEMBER

yes

07/2018

Mar 31, 2014

May 29, 2024

LOO, BRIAN, HENG-HOK

MANAGING MEMBER

yes

07/2018

Mar 31, 2014

May 29, 2024

LOO, BRIAN, HENG-HOK

CHIEF INVESTMENT OFFICER

yes

04/2013

Mar 31, 2014

May 29, 2024

SMITH, GARRETT, JAMES

Owner

yes

06/2019

Jan 24, 2013

May 29, 2024

SMITH, GARRETT, JAMES

Owner

yes

07/2018

Jan 24, 2013

May 29, 2024

SMITH, GARRETT, JAMES

CHIEF EXECUTIVE OFFICER

yes

10/2012

Jan 24, 2013

May 29, 2024

TRAN, JONATHAN, QUOC-ANH

MANAGING DIRECTOR

yes

10/2012

Mar 31, 2014

May 29, 2024

TRAN, JONATHAN, QUOC-ANH

Trustee

yes

03/2013

Mar 31, 2014

May 29, 2024

TRIDENT63 HOLDINGS, LLC

Owner

yes

06/2019

Aug 7, 2019

May 29, 2024

MEISSNER, JULIE, THERESE

Cco

09/2012

Sep 21, 2012

May 29, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 23, 2026

$316M

n/a

2024

Mar 28, 2025

$338M

n/a

2023

Mar 28, 2024

$485M

n/a

2022

Mar 21, 2023

$854M

n/a

2021

Mar 28, 2022

$4.4B

n/a

2020

Mar 25, 2021

$3.5B

n/a

2019

Mar 17, 2020

$4.1B

n/a

2018

Feb 27, 2019

$2.6B

n/a

2017

Mar 28, 2018

$1.8B

n/a

2016

Mar 28, 2017

$488M

n/a

2015

Mar 17, 2016

$252M

n/a

2014

Mar 31, 2015

$170M

n/a

2013

Mar 28, 2014

$136M

$130M

n/a

2012

Mar 25, 2013

$64.0M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$316M

$338M

-6.5%

$854M

-28.2%