AUMdb

Garden City Management, Llc

SEC-registered Private Fund Manager · Small ($100M–$1B) CRD 310518 · SEC file 801-133955 · Charlotte, NC · gardencityequity.com
☆ Save with Pro ADV data as of Jun 29, 2026
Regulatory AUM
$344M
Discretionary
$344M
Clients
5
Avg AUM / client
$68.8M
Accounts
5
Employees
5

AUM over time

$286M $344M
Jun 25, 2025 Jun 29, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Jun 29, 2026

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 5 $344M 100.0%

Private funds (1)

Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $48.8M combined gross assets

FundTypeDomicileGross assetsOwners
Garden City Companies, Llc Private Equity Fund Delaware $48.8M 78

Private funds (1, $48.8M gross assets)

FundTypeGross assetsMin. investmentOwners
Garden City Companies, Llc Private Equity Fund $48.8M $25.0K 78

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 06/29/2026 1.91 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Performance-based fees

Services

  • Portfolio management for pooled investment vehicles

Custody

Firm reports having custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 29, 2026.

View current Form ADV (SEC/IAPD) ↗