Garda Capital Partners LP (Minneapolis)

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.

Garda Capital Partners: assets under management

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 firm manages $57.51 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $14.38 billion each.

Garda Capital Partners has custody of $57.51 billion in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Garda Capital Partners serves?

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.

Careers at Garda Capital Partners LP

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.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 5 indirect owners.

Based in Minneapolis

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.

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