PPrivate Fund Data Log in Join · $37/mo

Andrew Garrett, Inc.

● SEC registered since 2010CRD 29931SEC# 801-71581New York, NY
Export (members)
Reg. AUM
$663M
Employees
13
Accounts
1,402
Location
New York, NY

Andrew Garrett, Inc. assets under management

Andrew Garrett, Inc. is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2010. It reports $663 million in regulatory assets under management and employs 13 people.

Andrew Garrett, Inc. owners & executives

9 reported
NameTitleOwnershipSince
Andrew Garrett Holding Corp ControlOwner50-75%2001
Andrew Garrett Sycoff ControlChief Executive Officer/DirectorUnder 5%2001
Estate of Jesse Upchurch ControlShare Holder10-25%2018
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Andrew Garrett, Inc. manage?

Andrew Garrett, Inc. reports $663 million in regulatory assets under management on its Form ADV.

How many employees does Andrew Garrett, Inc. have?

Andrew Garrett, Inc. reports 13 employees.

Where is Andrew Garrett, Inc. located?

Andrew Garrett, Inc. is based in New York, NY and has been SEC-registered since 2010.

Does Andrew Garrett, Inc. disclose fund performance?

Andrew Garrett, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address52 Vanderbilt Ave, Suite 403, New York, NY 10017
Phone212-682-8833
Fax212.584.9339
Office hours8:30 - 5:00
SEC regionNew York Regional Office (NYRO)
CIK884846
Discloses disciplinary historyYes

Assets under management

Discretionary$339M
Non-discretionary$324.1M
Total (RAUM)$663M