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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

GARNET GROUP LLC

CRD 141389

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:6c1b317f-d6e1-a80e-0e0e-8ab546acfc08

Data as of Dec 22, 2021 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Jan 26, 2012 to Dec 22, 2021
25 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $143MItem 5.F on the latest filing (2021-12-22); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $143M
Private client RAUM: $143MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 189
Individual clients: 15
High net worth clients: 31
Custody, client assets: $187,266
SEC number: 801-79388
CRD: 141389
Filings on the tape: 25
First filed: Jan 26, 2012
Latest filed: Dec 22, 2021
Organised: Limited Liability Company, Nevada

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
KUTLER, VEENA, ACHARYA	MANAGING MEMBER	D	yes	07/2006	Jan 26, 2012	Dec 22, 2021
SIMON, ANNETTE, FLORENCE	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	yes	07/2006	Jan 26, 2012	Dec 22, 2021

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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2020	Mar 2, 2021	$143M	$143M	3	3	3	n/a	n/a
2019	Mar 22, 2020	$115M	$115M	3	3	3	n/a	n/a
2018	Mar 25, 2019	$108M	$108M	3	3	3	n/a	n/a
2017	Mar 6, 2018	$120M	$120M	3	3	3	n/a	n/a
2016	Feb 16, 2017	$108M	$108M	3	3	n/a	n/a	n/a
2015	Mar 25, 2016	$105M	$101M	3	3	n/a	n/a	n/a
2014	Feb 24, 2015	$110M	$110M	3	2	n/a	n/a	n/a
2013	Mar 28, 2014	$107M	$107M	2	2	n/a	n/a	n/a
2011	Jan 26, 2012	$79.5M	$79.5M	n/a	n/a	n/a	n/a	n/a

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
2020	$143M	$115M	24.8%	$120M	6.1%	3	3	0	3

Relationships

Controls (2)

← KUTLER, VEENA, ACHARYAOwnerMANAGING MEMBER, ownership code D, individual
Jan 26, 2012 to presentfactForm ADV
← SIMON, ANNETTE, FLORENCEOwnerMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER, ownership code D, individual
Jan 26, 2012 to presentfactForm ADV

Registered with (5)

← Eliot SimonAdvisorregistration: previous registration
Dec 22, 2021 to Mar 23, 2022factForm ADV
← LAURA L MCAREEAdvisorregistration: previous registration
Jan 9, 2008 to Dec 3, 2010factForm ADV
← LISETTE CHASSEY SMITHAdvisorregistration: previous registration
Aug 30, 2006 to Nov 3, 2009factForm ADV
← ANDREA KELLY MCNAMARAAdvisorregistration: previous registration
Jan 11, 2008 to Nov 3, 2009factForm ADV
← TANYA ELIZABETH RAPACZAdvisorregistration: previous registration
Aug 30, 2006 to Nov 3, 2009factForm ADV

Dated events

Occurred
Mar 23, 2022
Advisor changed firm
Eliot Simon left Garnet Group Llc for Evermay Wealth Management, Llc (registered 2024-10-09)
Form ADVobserved 6 days ago
Occurred
Mar 12, 2014
First Form ADV filing
Garnet Group Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6c1b317f-d6e1-a80e-0e0e-8ab546acfc08
First observed: Jan 26, 2012
Last observed: Dec 22, 2021 57 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.

GARNET GROUP LLC

CRD 141389

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:6c1b317f-d6e1-a80e-0e0e-8ab546acfc08

Data as of Dec 22, 2021 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:12 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

KUTLER, VEENA, ACHARYA

MANAGING MEMBER

yes

07/2006

Jan 26, 2012

Dec 22, 2021

SIMON, ANNETTE, FLORENCE

MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER

yes

07/2006

Jan 26, 2012

Dec 22, 2021

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2020

Mar 2, 2021

$143M

n/a

2019

Mar 22, 2020

$115M

n/a

2018

Mar 25, 2019

$108M

n/a

2017

Mar 6, 2018

$120M

n/a

2016

Feb 16, 2017

$108M

n/a

2015

Mar 25, 2016

$105M

$101M

n/a

2014

Feb 24, 2015

$110M

n/a

2013

Mar 28, 2014

$107M

n/a

2011

Jan 26, 2012

$79.5M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2020

$143M

$115M

24.8%

$120M

6.1%