Garden Investment Management, L.P.
- Regulatory AUM
- $508M
- Discretionary
- $508M
- Clients
- 2
- Avg AUM / client
- $254M
- Accounts
- 2
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $508M | 100.0% |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Fauser, Chad, Warren | Partner | May 2024 (2y) | Less than 5% | |
| Felson, Howard, Michael | Chief Compliance Officer | May 2024 (2y) | Less than 5% | |
| Garden, Edward, Patrick | Partner | May 2024 (2y) | ≈ 0% – 5% via Garden Investment Management Gp, Llc | |
| Jacoby, Brian, Mark | Partner | May 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Edward P Garden 2020 Delaware Trust | Limited Partner | May 2024 | A | 75% or more |
| J.P. Morgan Trust Company Of Delaware | Trustee, Edward P Garden 2020 Delaware Trust | Mar 2024 | A | Less than 5% |
| Garden Investment Management Gp, Llc | General Partner | May 2024 | A | Less than 5% |
| J.P. Morgan Trust Company Of Delaware | Trustee | Mar 2024 | B | GP / trustee / elected manager of Edward P Garden 2020 Delaware Trust (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Garden, Edward, Patrick: 75% – 100% of Garden Investment Management Gp, Llc × 0% – 5% direct ≈ 0% – 5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.4 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 it does not have 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: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗