Garden Investments

Fee-Only (% of Portfolio)

Garden Investment Management provides investment advice to its own sponsored pooled investment vehicles (funds). The firm uses strategies like activist investing, public-to-private transactions, roll-up transactions, and opportunistic investing to identify undervalued companies. Garden Investment aims to achieve superior risk-adjusted returns by identifying discrepancies between market value and intrinsic value.

Assets Under Management$460M
Clients1
AdvisorsN/A
Avg. per Client$460M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Garden Investment Management does not directly manage investments for individual investors. The firm manages pooled investment vehicles (funds) and receives management fees and performance fees from these funds. Management fees are calculated monthly in advance, based on a percentage of the fund's value. The firm also receives a carried interest, up to 20% of net gains, sometimes subject to a performance hurdle.

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No advisors found for this firm.
Garden Investments | TrueAdvisor