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Garden CITY Management, LLC

SEC Registered

Investing in Founder & Family-Owned Businesses

Charlotte, NChttps://gardencityequity.com404-383-9233
Assets Under Management
$100M–$500M
Employees
5
Office Locations
1 office
Total Accounts
5

About the firm

Garden City Equity is a people-first holding company that acquires and grows exceptional businesses for the long term. They provide fair, straightforward exits for business owners while preserving and honoring their legacy, and help grow businesses through their 200+ shareholder relationships.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

Pooled Vehicles

Areas of expertise

AcquisitionsFounder-owned BusinessesFamily-owned BusinessesHolding CompanyBusiness ExitsLegacy PreservationLong-term OwnershipFlexible Deal Structure

Services

Acquisition of founder and family-owned businesses, providing liquidity and flexible deal structures, preserving company culture and legacy, offering a permanent home for businesses, and supporting growth through a network of 200+ shareholders.

Private funds / alternatives
Private Equity

Who they serve

Founders and owners of family-owned businesses seeking exits, liquidity, or long-term partnership while protecting their team and culture.

Client segmentClientsAssets managed
Pension/Profit Sharing Plans5$344M

Office locations

1 office in 1 state
NC
CharlotteHQ

Regulatory & compliance

CRD number
#310518
SEC Number
801-133955
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Performance-based

Data as of April 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Garden CITY Management, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Garden CITY Management, LLC in Charlotte, NC | AdvisorFinder