Single Family OfficeRIA · CRD 145451SEC-Registered

Updated:

The Garrett Group

The Garrett Group was established as a family office to manage capital for Philadelphia-based principal Brett Garrett.

The Garrett Group

The Garrett Group was established as a family office to manage capital for Philadelphia-based principal Brett Garrett. While the exact founding year and the originating industry that generated the wealth remain undisclosed in public records, the firm has carved out a distinct identity as a direct investor comfortable operating across the capital structure. This dual-nature mandate — venture equity on one side, credit and special situations on the other — places it in a class of family offices that prize flexibility over rigid asset-allocation models. On the equity side, the firm focuses on early-stage and growth-stage companies, with an emphasis on technology and life sciences. The Garrett Group participates primarily in direct deals rather than acting as a limited partner in blind-pool funds, a structure that gives it greater control over underwriting and terms. The credit sleeve operates separately, targeting distressed debt, bridge financing, and other special situations that offer risk-adjusted returns uncorrelated to the venture portfolio. The geographic footprint centers on the Mid-Atlantic and Northeast corridors, though the firm reviews opportunities nationally. The group maintains a deliberately lean structure, consistent with a single-family office that relies on a tight network of co-investors and operating partners rather than a large in-house team. Public records do not surface affiliated philanthropic foundations or adjacent club memberships, suggesting the operation remains tightly held. In recent years, the firm has continued to review venture and credit opportunities, maintaining a steady cadence of small-to-mid-size deployments that reflect patient-family capital rather than fund-cycle pressure. The structural differentiator is the mandate itself. Most family offices either specialize in venture or allocate to credit through external managers; The Garrett Group combines both under one roof, using the same permanent capital base. This creates an unusual internal feedback loop where the credit portfolio can generate yield while the venture book seeks asymmetric upside, a pairing more frequently seen in hybrid hedge funds than in single-family offices. The absence of outside limited partners means the firm can hold assets through volatility without facing redemption pressure — a genuine structural advantage when the credit sleeve leans into dislocations that institutional funds must avoid.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Philadelphia

Corporate office

Philadelphia, PA, United States

Principals

Brett Garrett

Principal

Frequently asked questions

Who makes investment decisions at 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.

Does The Garrett Group invest as a limited partner in outside funds, or does it only make direct investments?

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.

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.

Does The Garrett Group participate in co-investments alongside other family offices or institutions?

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.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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