# The Garrett Group

The Garrett Group is a RIA based in Encinitas, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Encinitas, United States
- **Region:** North America
- **Address:** Philadelphia, PA, United States
- **Assets under management:** Undisclosed
- **Website:** thegarrettgroup.com
- **LinkedIn:** https://www.linkedin.com/company/the-garrett-group-inc

## Regulatory record

- **CRD number:** 145451
- **SEC file number:** 801-68550
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/145451

## About

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.

## People

- Brett Garrett — Principal

## 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.

## Related profiles

- [GH&J Investment Advisory Services](https://altss.com/profile/ghandj-investment-advisory-services-llc)

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Last updated: 2026-07-06T01:24:26.934Z

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