David Garrett is a registered investment advisor at Garrett Capital Private Equity LLC, based in Logan, UT, with 33 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5 clients with $380K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Garrett Capital Private Equity receives an annual management fee of 1% of investor capital commitments, payable quarterly. They also receive a carried interest or performance fee equal to 20% of the increase in the Net Asset Value of the Managed Funds per Share in respect of each one-year performance period over and above a benchmark of eight percent (8%) and subject to a high water mark. Garrett and/or affiliates and consultants may provide various management and financial analysis services to companies in the Managed Funds’ portfolio and may receive compensation from these companies in connection with such services.
Location
Logan, UT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is involved with Garrett Capital Management and Ensign Capital Management, Inc., the latter of which he has 100% ownership and serves as President. He also co-owns Dazzle Frozen Yogurt with his wife and provides part-time assistance, and owns TimerTrac.com, a web-based newsletter tracking market timers.
Employment History
Current Registrations
Garrett Capital Private Equity LLC
Garrett Capital Investment Management
Previous Registrations
Ensign Cpaital Management, INC.
State Registrations1 state
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