Garda Capital Partners LP is a large advisory firm based in Minneapolis. It manages $57.51 billion of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of Minnesota and New York.
Garda Capital Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Garda Capital Partners LP is $57.51 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -19% since the beginning of its operation, and $57.51 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Garda Capital Partners LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Garda Capital Partners is pooled investment vehicles with 4 clients and $57.51 billion of assets under management. Among the 10 most similar advisory firms, Garda Capital Partners has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $57.51 billion for 4 clients. 75% of the firm’s clients are foreign persons or businesses.
Garda Capital Partners also advises several private funds. Namely, two hedge funds. The minimum investment commitment required of non-related persons is $10,000,000 for each fund.
The company employs 67 people that are either part- or full-time employees. 42 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Jeffrey Steven Drobny has served as the Chief Investment Officer since 1 Sep 2015. Gcp Acquisition Llc joined the executive team most recently as the Limited Partner.
The principal office where Garda Capital Partners LP performs its advisory services is located at 90 South 7 Th Street, Minneapolis, MN 55402, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 612-330-4900 or by fax 612-330-4910. The normal business hours are 8:00 am - 5:00pm on Monday - Friday. You can find more information about the New York firm at gardacp.com.