Garden City Management, LLC

RIASEC RegisteredEst. 2025
Total AUM
$344M
Discretionary
$344M
100% of AUM
Avg account
$68.8M
Accounts
5
Employees
5
Advisory reps
2

Firm details

Headquarters
Charlotte, North Carolina
CRD number
310518
Registered since
July 25, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Garden City Management, LLC is organized as an LLC and operates as a private equity fund manager and sponsor. The firm is SEC-registered (2025) and serves institutional investors, advising pooled investment vehicles rather than acting as a dedicated capital allocator to third-party managers. Its advisory mandate centers on portfolio management for pooled funds, and it also functions as sponsor, general partner and managing member of those vehicles. Compensation combines an asset-based fee and performance-linked fees. Garden City Management does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Megan Walker

    Chief Financial OfficerCRD 8158489

  • Michael Arrieta

    Founder & CEOCRD 7326876

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Charlotte, NC

Mecklenburg

Location

Charlotte, NC

Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.

Metro area
Charlotte-Concord, NC-SC
Region
South
County
Mecklenburg
Address
4201 Congress St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth