PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Stephen J. Garry & Associates, LLC

● SEC registered since 2018CRD 295068SEC# 801-113487Garden City, NY
Export (members)
Reg. AUM
$142.6M
Employees
4
Accounts
441
Location
Garden City, NY

Stephen J. Garry & Associates, LLC assets under management

Stephen J. Garry & Associates, LLC is an SEC-registered investment adviser based in Garden City, NY. The firm has been registered since 2018. It reports $142.6 million in regulatory assets under management and employs 4 people.

Stephen J. Garry & Associates, LLC owners & executives

1 reported
NameTitleOwnershipSince
Stephen Joseph Garry ControlPresident & Chief Compliance OfficerOver 75%2018

Frequently asked questions

How much does Stephen J. Garry & Associates, LLC manage?

Stephen J. Garry & Associates, LLC reports $142.6 million in regulatory assets under management on its Form ADV.

How many employees does Stephen J. Garry & Associates, LLC have?

Stephen J. Garry & Associates, LLC reports 4 employees.

Where is Stephen J. Garry & Associates, LLC located?

Stephen J. Garry & Associates, LLC is based in Garden City, NY and has been SEC-registered since 2018.

Does Stephen J. Garry & Associates, LLC disclose fund performance?

Stephen J. Garry & Associates, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address990 Stewart Avenue, Suite 190, Garden City, NY 11530
Phone516-280-5588
Fax(516) 280-5586
Office hours8:00 a.m. To 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$142.6M▲ 15%
Mar '25 — $123.6MApr '25 — $123.6MMay '25 — $123.6MJun '25 — $123.6MJul '25 — $123.6MAug '25 — $123.6MSep '25 — $123.6MOct '25 — $123.6MNov '25 — $123.6MDec '25 — $123.6MJan '26 — $123.6MFeb '26 — $123.6MMar '26 — $142.6MApr '26 — $142.6MMay '26 — $142.6MJun '26 — $142.6M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers

Assets under management

$142.6Mregulatory AUM
Discretionary $142.6M