Garda Capital Partners

RIASEC RegisteredEst. 2016

Total AUM

$207B

Discretionary

$207B

100% of AUM

Avg account

$69B

Accounts

3

Employees

224

Advisory reps

7

Firm details

Headquarters: Wayzata, Minnesota
CRD number: 282439
Registered since: January 18, 2016
Website: www.gardacp.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Garda Capital Partners is organized as a limited partnership and operates as a hedge fund focused on institutional clients. The adviser registered with the SEC in 2016 and reports business activity as a CPO/CTA while providing portfolio management for pooled investment vehicles. Its compensation arrangement combines a percentage-of-AUM fee with performance-based fees. Garda does not identify as an active ESG investor, is not a multi-state adviser, and is not set up as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

3 of 6

Jeffrey Drobny
CEOCRD 1970524
Brady Daggett
Chief Compliance OfficerCRD 7851795
Edward Farrell
Chief Risk OfficerCRD 7340898

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Contacts

1 of 1

Patrick Shane
General CounselCRD 6723088

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 5

Active vs passive

$136M in ETFs

Passive

100%

$136M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES CORE S&P 500 ETF (IVV)	BlackRock	Passive	Large Blend	$115M	154,082	84.80%

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Primary office

Wayzata, MN

Hennepin

Location

Wayzata, MN

Headquartered in Wayzata, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area: Minneapolis-St. Paul, MN-WI
Region: Midwest
County: Hennepin
Address: 305 Lake St E
Time zone: CT (UTC-6)
Office locations

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