The Garrett Group

Brett Garrett serves as the principal and lead decision-maker. The group operates with a lean structure typical of a single-family office, meaning Garrett personally reviews and approves investments rather than delegating to a large investment committee. The exact composition of any advisory board or internal team is not detailed in public records.

The firm's known posture favors direct investments, both in venture equity and in credit. While many family offices blend direct deals with fund commitments, The Garrett Group has built its reputation on direct underwriting and holding individual positions. No public filings or communications have surfaced indicating a material fund-of-funds allocation.

The two strategies operate as distinct sleeves but share the same permanent capital base. The credit sleeve pursues special situations, distressed debt, and bridge financing, generating current yield and shorter-duration returns. The venture equity sleeve invests in early-stage and growth-stage technology and life-science companies, targeting longer-term appreciation. This structure allows one side to produce cash flow even when the venture portfolio is in a J-curve.

Public materials do not list formal exclusionary screens. However, the observable deal pattern concentrates on technology and life sciences for equity, with credit spanning a broader set of industries where special-situation opportunities arise. Sectors like heavy industrials, commodity extraction, and real estate development do not appear in the firm's known investment footprint.

As a lean single-family office, the firm is known to engage in co-investment relationships, particularly for venture rounds where multiple family offices syndicate alongside each other. The specific names of repeat co-investors are not enumerated in public sources, but this syndication model is common among Philadelphia-area and Mid-Atlantic family capital networks.