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Founding Partner, Head of Research · Garden Investments

Brian M. Jacoby

CRD 3249009 · Named on Form ADV at one SEC-registered adviser

At a glance

Garden Investments, an SEC-registered private fund adviser based in Greenwich, CT with $508 million in regulatory assets, lists Brian M. Jacoby on its Form ADV as Founding Partner, Head of Research, a control person.

Firms and roles

  • Garden InvestmentsFounding Partner, Head of ResearchPrivate fund adviser · Greenwich, CT · $508M in regulatory assets

AtlasMembers

Brian’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Edward P. GardenFounding Partner, Chairman, CEO, CIO, Garden Investments
  • Chad W. FauserFounding Partner, Chief Operating Officer, Head of Business Development, Garden Investments
  • Steven R. LapkoffChief Compliance Officer, Garden Investments

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.