Garrett Capital Private Equity LLC

RIASEC Registered
Total AUM
$261K
Discretionary
$0
0% of AUM
Avg account
$65.3K
Accounts
4
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
159567
Fee structure
Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Garrett Capital Private Equity LLC is organized as a limited liability company and is classified as a private equity fund adviser that provides portfolio management for pooled investment vehicles. The firm is owned by an individual and targets institutional clients. It does not self-identify as a capital allocator and is not flagged as an active ESG investor or a multi-state adviser. Advisory activity centers on managing pooled vehicles rather than providing widespread retail or discretionary wealth-management services. The firm's fee structure is listed as "other" rather than a standard asset-based or hourly model. Garrett Capital works with external managers across alternative strategies and also uses more traditional instruments such as mutual funds and corporate debt as part of its investment mix.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • David Garrett

    David Garrett

    Portfolio Manager, PrincipalCRD 1114266

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth