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 a limited partnership that operates as a hedge fund manager and adviser to pooled investment vehicles. The firm is SEC-registered (2024) and targets institutional clients. Its advisory activity is focused on portfolio management for pooled vehicles, and it acts in sponsor/GP and managing-member roles for those vehicles. Compensation is a combination of a percentage-of-AUM fee and performance-based fees. Garden Investments is not described as an active ESG investor and is organized under domestic ownership structures that include both an entity and an individual.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Steven Lapkoff

    Chief Compliance Officer and CounselCRD 7714711

  • CHAD FAUSER

    Founding Partner and COOCRD 2774225

Contacts

2 of 2
  • BRIAN JACOBY

    Founding PartnerCRD 3249009

  • EDWARD GARDEN

    Financial Advisor and Registered RepresentativeCRD 1317760

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth