RIA Intel›Advisers›Utah›GARRETT CAPITAL PRIVATE EQUITY LLC

GARRETT CAPITAL PRIVATE EQUITY LLC

Advisory

Data as of Mar 12, 2026 · Source: SEC Form ADV

Average account

$65K

across 4 accounts

AUM per adviser

$261K

1 advisers

Source: SEC Form ADV. Figures as filed Mar 12, 2026.

Total AUM

$261K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$261K

Discretionary AUM$0

Non-Discretionary AUM$261K

Discretionary %0%

Total Clients4

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InUT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

4 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in UT

Closest by assets under management. All figures from Form ADV.

EMERGENT VENTURE PARTNERS, LLC

SOUTH JORDAN, UT

$250K

SANDLOT PRIVATE WEALTH LLC

OREM, UT

$305K

FENWAY FINANCIAL, LLC

$200K

ROYAL INVESTMENT ADVISER INC

$193K

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