Garda Capital Partners Investment Management and Funding Services

Garda Capital Partners offers a range of investment management and funding services to help clients achieve their financial goals.

Their investment management services allow clients to access a variety of investment strategies and asset classes, including public and private markets.

This approach provides clients with the flexibility to tailor their investment portfolios to suit their individual needs and risk tolerance.

Garda Capital Partners' funding services, on the other hand, provide clients with access to capital for various purposes, such as growth, expansion, or refinancing.

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Garda Capital Partners is a private investment firm that focuses on providing growth capital to small and medium-sized businesses. They have a strong track record of supporting entrepreneurs and management teams in achieving their growth objectives.

Garda Capital Partners was founded in 2002 by a team of experienced investment professionals who share a passion for investing in growth companies. They have a deep understanding of the challenges faced by small and medium-sized businesses.

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The firm's investment strategy is centered around partnering with talented entrepreneurs and management teams to build successful companies. They take a hands-on approach to investing, providing guidance and support to help their portfolio companies achieve their growth potential.

Garda Capital Partners has a long history of successful investments, with a focus on industries such as healthcare, technology, and consumer products. They have a strong network of relationships with entrepreneurs, management teams, and other investors.

The firm's investment team has a proven track record of identifying and investing in high-growth companies, with a focus on creating value for their investors. They have a disciplined approach to investing, with a focus on thorough due diligence and a careful evaluation of each investment opportunity.

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Garda Capital Partners has secured funding through a Series A round, which was completed on July 8, 2019. This round was led by a single investor, Affiliated Managers Group.

The funding amount for this round is undisclosed, but we do know that Garda Capital Partners has a post-money valuation of $8,605,337.

Garda Capital Partners has a total of 1 institutional investor, with Affiliated Managers Group being the only one.

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Garda Capital Partners has 1 institutional investor - Affiliated Managers Group.

Affiliated Managers Group is a significant player in the investment management industry.

Garda Capital Partners' reliance on a single investor may limit its flexibility in making investment decisions.

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Garda Capital Partners has received funding from a single investor in its latest round. This investment was part of a Series A round that took place on July 8, 2019.

The exact amount of funding received during this round is undisclosed. However, the post-money valuation of Garda Capital Partners after this investment was $8,605,337.

One notable investor that participated in this round is Affiliated Managers Group.

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Garda Capital Partners has a well-defined leadership structure, with a Chief Executive Officer, Chief Operating Officers, a Chief Technology Officer, a Chief Compliance Officer, a Chief Financial Officer, and a Chief Risk Officer. Each of these officers is responsible for their respective areas of expertise.

The firm's leadership is comprised of experienced professionals, including J. D. as Chief Executive Officer, L. S. as Chief Operating Officer for Denmark, and F. V. as Chief Operating Officer. A. K. serves as Chief Technology Officer, while B. D. is responsible for compliance as Chief Compliance Officer.

Here is a list of the firm's leadership team:

The firm also has a structured approach to controlling Relying Advisers, with three Relying Advisers that are subject to the firm's supervision and control.

Garda Capital Partners has a leadership team that oversees the firm's operations.

J. D. serves as the Chief Executive Officer and Chief Investment Officer.

The Chief Operating Officer - Denmark is L. S.

F. V. is another key member, holding the position of Chief Operating Officer.

A. K. is the Chief Technology Officer, while B. D. is the Chief Compliance Officer.

F. D. is the Chief Operating Officer of Garda Sàrl.

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K. K. is the Chief Financial Officer, and T. F. is the Chief Risk Officer.

Here is a list of key employees and their titles as of December 2024:

Here is a list of direct owners and executive officers:

When evaluating competitors and alternates, it's essential to consider the overall rank and company details of firms in the industry. Fidelity Investments, ranked 1st, is a provider of financial advisory services with a public status and a history dating back to 1946.

Fidelity Investments has a strong reputation, with a Tracxn Score of 83/100 and notable investors like Wells Fargo and Oxeon Partners. Morgan Stanley, ranked 2nd, offers wealth, financial management, and investment advisory services, with a public status and a history dating back to 1935.

Morgan Stanley has a Tracxn Score of 81/100 and investors like Bain Capital Private Equity and IFC Asset Management Company. Investec, ranked 3rd, provides global banking, investment, and wealth management services, with an acquired status and a history dating back to 1974.

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Investec has a Tracxn Score of 80/100 and investors like Swedfund and Randvest Capital. The top five competitors in the industry are Fidelity Investments, Morgan Stanley, Investec, FNZ, and Northwestern Mutual.

Here is a list of the top 5 competitors in the industry:

These companies have a strong presence in the industry and are worth considering when evaluating competitors and alternates.

Garda Capital Partners manages three relying advisers. These advisers advise private funds and qualified clients in separately managed accounts that pursue investment objectives and strategies similar to the private funds they advise.

The Filing Adviser's principal office is located in the United States, which means all substantive provisions of the Advisers Act and rules apply to the Filing Adviser and each Relying Adviser.

Each Relying Adviser is subject to the Filing Adviser's supervision and control, ensuring consistency in their operations.

Their advisory activities are subject to the Advisers Act and rules, as well as SEC examination, to maintain regulatory compliance.

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The Filing Adviser and each Relying Adviser operate under a single code of ethics and written policies and procedures, administered by a single chief compliance officer.

Here's a breakdown of the key points about Garda Capital Partners' reliance advisers: