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Garrison Bradford & Associates INC

Garrison Bradford & Associates INC. CRD 105603

G

CRD: 105603

Garrison Bradford & Associates INC

NEW York, NY, 10022
2125577440
garrisonbradfordinvestments.com
$138.3M Total AUM
$138.3M Disc. AUM
7.8% 3Y CAGR
3 Employees
92 ADV. Clients
50 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · JP Morgan · Morgan Stanley
Clients
Retail and Institutional
Platforms
--
Established Date
08-29-1975
Office Locations
1

Office Locations

445 Park Avenue 9TH Floor NEW York NY

About Garrison Bradford & Associates INC

Garrison Bradford & Associates is a New York City, SEC-registered RIA founded in 1974 serving individuals and institutions. Principal-owned and focused solely on portfolio management, the firm builds custom portfolios targeting income and long-term growth with an emphasis on risk control, using ETFs and fixed income where appropriate. Custody includes Schwab and Morgan Stanley.

Team overview

39 AVG AGE
$46.1M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
3.3 yrs AVG TENURE
3 Employees
3 Advisory Reps
0 RIA Reps
50yrs Firm Age

Insights

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Asset Classes

Focus Peak

Investment Themes

Harbor unison Meridian

Investment Vehicles

Focus

Services

Alpha Ridge meridian Signal Peak Zenith crest Glacier pioneer Bridge

Owner & Executives

W

WILLIAM BRADFORD III

Chief Compliance Officer, President, Vice President

CRD
#4337039
Ownership
75% or more
(349) 840-1957
ridge.signal@wavecapital.com
in linkedin.com/in/prime-capital
SHERLI SF LOOI

SHERLI SF LOOI

EXECUTIVE VICE PRESIDENT, Secretary, Vice President

CRD
#6464703
Ownership
10% but less than 25%
(261) 377-3817
wave.ember@momentumcapital.com
in linkedin.com/in/momentum-oak
D

Delta eagle

Alpha ember delta

CRD
#68957
Ownership
9.9%
(959) 494-9549
crest.signal@pathwaycapital.com
in linkedin.com/in/pathway-fusion

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-21-2022
03-22-2023
03-22-2024
03-14-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $138,342,991 $1,441,073
Non-Discretionary $0 --
Total $138,342,991 $1,441,073

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Separately Managed Accounts

Total SMA Asset: $138,342,991

$138.3M Total SMA
Equity - Exchange:
34.1%
U.S. Government/Agency:
7.6%
Cash:
28.5%
Public Funds:
29.8%
Asset class Assets Assets %
Equity - Exchange $1,203,776,337 34.1%
U.S. Government/Agency $268,290,327 7.6%
Cash $1,006,088,727 28.5%
Public Funds $1,051,980,494 29.8%
Total $3,530,135,885 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
VITAL FOUNDATION RIDGE ZENITH VERTEX BJ962OVFE WDLK 4.19% $64,829,185
BEACON EAGLE RIDGE CATALYST LEGACY ESUAKXE6N GOL 10.41% $40,712,933
ALPHA CREST UNISON MERIDIAN HOSGMIJ98 UCPI 5.69% $4,880,116
PRIME SUMMIT NORTH PATHWAY FOUNDATION PE2S163ZP HKCKK 5.02% $78,576,409
ALPHA MOMENTUM MOMENTUM FOUNDATION GLACIER KEQ7TOIOT ABG 4.00% $8,236,807
ATLAS BRIDGE CREST UNISON CATALYST CV6KXFQFM FEZ 7.75% $18,845,608
EAGLE FRONTIER VALUE INSIGHT 5AQL267MO SSCU 5.39% $107,289,214
ZENITH SUMMIT FRONTIER ELEMENT 2PI64T3MJ SFL 6.89% $117,632,519

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