Garrison Investment Group LP (New York)

Name: Garrison Investment Group LP
Address: 1290 Avenue Of The Americas, New York, NY, 10104
Telephone: 212-372-9500

Garrison Investment Group LP is a large advisory firm based in New York. It manages $3.13 billion of regulatory assets for 37 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of California, New York, and Texas.

Garrison Investment Group provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Garrison Investment Group: assets under management

The assets under management (AUM) of Garrison Investment Group LP is $3.13 billion. The firm's AUM has grown by 132% since the beginning of its operation, and $580.81 million of the total AUM is attributable to clients outside of the United States.

The firm manages $3.12 billion in discretionary accounts and $10.1 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $86.74 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $10.1 million.

Garrison Investment Group has custody of $1.77 billion in cash and securities for 36 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in other assets the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Garrison Investment Group LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Garrison Investment Group serves?

The only and largest group of clients of Garrison Investment Group is pooled investment vehicles with 36 clients and $3.12 billion of assets under management. Among the 9 most similar advisory firms, Garrison Investment Group has the 4th highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $3.12 billion for 36 clients. 38% of the firm’s clients are foreign persons or businesses.

Garrison Investment Group also advises several private funds. Namely, thirty seven hedge funds and one securitized asset fund. The minimum investment commitment required of non-related persons ranges from $0 to $10,000,000.

Careers at Garrison Investment Group LP

The company employs 63 people that are either part- or full-time employees. 51 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Garrison Special Opportunities Gp Llc	General partner	1 Mar 2007	Other	262476858
Steven Scott Stuart	Partner	1 May 2007	Other	1402549
Joseph B Tansey	Partner	1 May 2007	Other	3088006
Fortress Operating Entity I Lp	Partner	1 May 2007	25% - 50%	13-3989887
Gig Gp Llc	General partner	1 May 2007	50% - 75%	20-8694486
Brian Steven Chase	Chief financial officer and chief compliance officer	1 May 2007	Other	5855556
Stuart Family Trust	Partner	1 May 2007	Other	xxx-xx-xxxx
Tansey Family Trust	Partner	1 May 2007	Other	xxx-xx-xxxx
Brian Chase	Chief financial officer	1 May 2007	Other	5855556
Garrison Credit Opportunities Gp Llc	General partner	1 Jan 2008	Other	261769490
Garrison Credit Opportunities Master Gp Llc	General partner	1 Jan 2008	Other	261769416
Garrison Opportunity Mm Llc	Managing member	1 Aug 2008	Other	263576092
Julian Weldon	Vice-president and secretary	1 Jan 2009	Other	5855557
Garrison Financial Assets Mm Llc	Managing member	1 Jul 2009	Other	270561473
Garrison Special Opportunities Holdings Gp Llc	Mm of the gp (spv)	1 Sep 2009	75% - 100%	27-1774937
Garrison Credit Opportunities Holdings Gp I Llc	Mm of the gp (spv)	1 Sep 2009	75% - 100%	27-1787702
Garrison Opportunity Holdings Mm Llc	Mm of the gp (spv)	1 Sep 2009	75% - 100%	27-1774896
Garrison Financial Assets Holdings Mm Llc	Mm of the gp (spv)	1 Sep 2009	75% - 100%	27-1774839
Garrison Real Estate Fund Holdings Gp Llc	Mm of the gp (spv)	1 Sep 2009	75% - 100%	27-1298828
Garrison Real Estate Fund Gp Llc	General partner	1 Sep 2009	Other	271298862
Lp Scout Fund ! C	Member of garrison investment management llc	1 Nov 2009	Other	36-4627846
Lp Scout Fund ! A	Member of garrison investment management llc	1 Nov 2009	Other	20-1911131
Lp Scout Fund I C	Member of garrison investment management llc	1 Nov 2009	Other	36-4627846
Lp Scout Fund I A	Member of garrison investment management llc	1 Nov 2009	Other	20-1911131
Garrison Special Opportunities Institutional Holdings Gp Llc	Mm of the gp (spv)	1 Dec 2009	75% - 100%	27-1473537
Garrison Special Opportunities Institutional Gp Llc	General partner	1 Dec 2009	Other	27-1473505
Garrison Real Estate Fund Aiv Holdings Gp Llc	Mm of the gp (spv)	1 Mar 2010	75% - 100%	27-2151851
Garrison Commercial Funding Iv Co Invest Mm Llc	Managing member	1 Mar 2010	Other	272151645
Garrison Commercial Funding Co Invest Holdings Mm Llc	Mm of garrison commercial co-invest mm llc	1 Mar 2010	Other	272151645
Garrison Opportunity Mm Ii A Llc	Managing member	1 Jun 2010	Other	272818957
Fairchild Offshore Master Gp Llc	General partner	1 Aug 2010	Other	273221052
Garrison Opportunity Gp Ii C Llc	General partner	1 Sep 2010	Other	373382984
Fairchild Offshore Master Gp Ii Llc	General partner	1 Oct 2010	Other	392077496
Garrison Opportunity Fund Ii A Holdings Mm Llc	Mm of the gp (spv)	1 Jan 2011	75% - 100%	27-4635379
Garrison Opportunity Fund Ii C Holdings Gp Llc	Mm of the gp (spv)	1 Jan 2011	75% - 100%	27-4635319
Garrison Real Estate Fund Ii Holdings Gp Llc	Mm of the gp (spv)	1 Jan 2011	75% - 100%	27-4628926
Garrison Real Estate Fund Ii Gp Llc	General partner	1 Jan 2011	Other	274628972
Garrison Opportunity Fund Iii A Holdings Mm Llc	Mm of the gp (spv)	1 Oct 2011	75% - 100%	45-3689788
Garrison Opportunity Fund Iii B Holdings Gp Llc	Mm of the gp (spv)	1 Oct 2011	75% - 100%	30-0703035
Garrison Opportunity Fund Iii A Mm Llc	Managing member	1 Oct 2011	Other	36-4712333
Garrison Opportunity Fund Iii B Gp Llc	General partner	1 Oct 2011	Other	463691271
Garrison Middle Market Funding Gp Llc	General partner	1 Mar 2012	Other	35-2457006
Garrison Middle Market Funding Holdings Gp Llc	Mm of garrison middle market funding gp llc	1 Oct 2012	Other	46-1154710
Michael Lockett Butler	Chief compliance officer	1 May 2015	Other	6500145
Kaitlin Mary Betancourt	Chief compliance officer	1 Mar 2018	Other	6615226
Matthew Joseph Lambert	Chief compliance officer	1 Oct 2018	Other	7035585

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Fortress Investment Group Llc	Sole shareholder	1 Jan 2007	Other	20-5837959
Fig Corp	General partner	1 May 2007	Other	13-3989887
Joseph B Tansey	Member and manager	1 Jul 2016	50% - 75%	3088006
Jtss Borrower Llc	Member	1 Aug 2016	Other	81-3234962

Based in New York

The principal office where Garrison Investment Group LP performs its advisory services is located at 1290 Avenue Of The Americas, New York, NY 10104, which is also the mailing address of the firm. An additional office of the firm is in Graham, TX. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-372-9500 or by fax 212-372-9525. The normal business hours are 9:00am - 6:00pm on Monday - Friday. You can find more information about the New York firm at garrisoninv.com.