Garden Investments

Garden Investments provides discretionary investment advisory services exclusively to adviser‑sponsored pooled investment vehicles rather than individual retail clients. As of December 31, 2025, the firm reported approximately $507.7 million in assets under management.

The firm follows a fundamental, research‑driven, value‑oriented approach and frequently pursues non‑passive strategies to close gaps between market and intrinsic value. Tactics described in the brochure include engagement with management and boards, seeking board representation, public‑to‑private transactions, roll‑ups, opportunistic control positions and, when appropriate, proxy contests or tender offers.

Distinctive aspects noted in the brochure include that the firm was formed in 2024 yet manages a multi‑hundred‑million dollar pool of assets and explicitly structures its Funds to bear a broad range of campaign and transactional expenses (including litigation, advisory, event and extensive travel costs) and to negotiate side‑letter or preferential terms for certain investors. The firm also signals an international regulatory footprint by referencing AIFM/Annex IV and other cross‑jurisdictional filing obligations and intends to rely on the audit exemption for custody reporting for its pooled vehicles.