Gaard Capital LLC

The firm provides outsourced chief investment officer (OCIO) and portfolio management services to ultra‑high‑net‑worth individuals, family offices, and family and charitable foundations through separately managed accounts. According to its brochure, the firm began operations in January 2025 and reported no assets under management as of January 1, 2025, reflecting a limited operating history.

Its investment process is built on proprietary model portfolios combined with fundamental, technical, quantitative, and qualitative analysis to tailor asset allocation, liquidity management, and risk controls to each client. The firm discloses use of liquid instruments including stocks, bonds, ETFs and derivatives — explicitly noting options, futures and other derivative instruments within separately managed accounts for hedging and exposure — and offers both discretionary and non‑discretionary mandates.

Noteworthy features include the principal’s advanced academic and professional credentials (a Ph.D., a law degree, and the CFA and CAIA designations) and an affiliation as founder/manager of a private systematic investment fund, an arrangement the brochure describes and says is operated independently with no compensation to the principal. The firm also discloses its preferred custodial relationship and operational support arrangements and highlights derivative, leverage, counterparty and model‑related risks in detail — the explicit use of derivatives in SMAs is called out and is uncommon among peers.