Garden Investments

RIASEC RegisteredEst. 2024
Total AUM
$508M
Discretionary
$508M
100% of AUM
Avg account
$254M
Accounts
2
Employees
8
Advisory reps
4

Firm details

Headquarters
Greenwich, Connecticut
CRD number
330358
Registered since
August 26, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Garden Investments is organized as a limited partnership that operates a hedge fund strategy and provides portfolio management for pooled investment vehicles. The firm is registered with the SEC (registered in 2024) and serves an institutional client base. Governance and sponsor roles feature in its activities — it acts as an adviser and as a sponsor/GP/managing member of pooled vehicles rather than functioning primarily as a pure capital allocator. Its compensation structure combines a percentage-of-assets fee with performance-based fees. Garden Investments does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Steven Lapkoff

    Steven Lapkoff

    Chief Compliance Officer and CounselCRD 7714711

  • Chad Fauser

    Chad Fauser

    Founding Partner and COOCRD 2774225

Contacts

2 of 2
  • Edward Garden

    Edward Garden

    Financial Advisor and Registered RepresentativeCRD 1317760

  • Brian Jacoby

    Founding PartnerCRD 3249009

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Greenwich, CT

Fairfield

Location

Greenwich, CT

Headquartered in Greenwich, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
73 Arch St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth