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The Garrett Group
THE GARRETT GROUP is an SEC-registered investment adviser in ENCINITAS, CA. It manages approximately $6 million in regulatory assets. The firm has 1 employee...
Overview
THE GARRETT GROUP is an SEC-registered investment adviser in ENCINITAS, CA. It manages approximately $6 million in regulatory assets. The firm has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Encinitas
Corporate office
Philadelphia, PA, United States
Principals
Brett Garrett
Principal
Frequently asked questions
What is the relationship between the venture equity and credit strategies?
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.
Which sectors does The Garrett Group explicitly avoid?
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.
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