Gaard Capital LLC

Overview

Gaard Capital LLC is an independent, individually owned registered investment adviser that works primarily with individual and family clients. The firm bills on a percentage-of-AUM and fixed-fee basis and lists core advisory activities that include portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting services, and client education such as newsletters and seminars. The adviser does not identify as an active ESG investor and is not listed as a multi-state adviser. The firm is not described as a capital allocator; instead, its disclosures indicate it relies on third-party external managers for access to certain alternative strategies. The adviser’s structure and service mix suggest a small, boutique practice focused on discretionary portfolio management and client education rather than large-scale institutional product development.

Assets & Accounts

Public Holdings

Investments & Alternatives