Garden Investments

DBA: Garden Investment Management, L.p.

73 ARCH STREET, Greenwich, Connecticut 06830

SEC CRD#330358
Last ADV filed: 01/22/2026
Verified Fiduciary

Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.

Fee-Only Verified

Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.

Clean Disciplinary Record

No criminal, civil, or regulatory disclosures found in SEC or FINRA records.

Additional Compensation Disclosed

This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.

Fee Structure

AUM-Based Fee2.00%of assets under management

Detailed Fee Schedule

first business day of such quarter, typically equal to a percentage of up to 2% per annum of the applicable Fund’s net asset value. Performance fees and allocations generally are calculated and payable or reallocated annually, typically equal to a percentage of up to 20% of the cumulati

Source: Form ADV Part 2 Brochure
Compensation methods:
Percentage of AUMPerformance-based fees

Compensation Transparency

  • Also offers proprietary investment products

These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.

Garden Investments — Fiduciary Advisor Profile | FiduciaryListings