This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$508MItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$508M

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Private client share

0%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

8

Advisory employees

8

Offices

1Schedule D 1.F, beyond the principal office

Accounts

2

Private funds

2Schedule D 7.B(1)

Custody, client assets

$0

SEC number

801-130995

CRD

330358

Filings on the tape

8

First filed

Jul 26, 2024

Latest filed

Mar 27, 2026

Organised

Limited Partnership, DE

• Occurred

  Jul 26, 2024
  First Form ADV filing

  Garden Investments filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:add858df-d770-7a30-3143-11e0352ae2bd

First observed

Jul 26, 2024

Last observed

Mar 27, 2026 5 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.