Archean Capital Partners Ii, L.L.C
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Overview
Archean Capital Partners Ii, L.L.C operates as an advisory firm based in Newtown Square, Pennsylvania. It has $527.8 million in total assets throughout three customer accounts, making it one of the larger firms in the United States by assets under management (AUM). The firm has a small group, including 7 financial advisors. Archean Capital Partners Ii, L.L.C does not act as a registered broker-dealer, meaning the company cannot buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer company to do so. Securities are defined as tradable financial investments like stocks, options and bonds.
Archean Capital Partners Ii, L.L.C oversees all of its accounts on a discretionary basis. Discretionary management is a structure in which transaction choices are made by a portfolio manager without needing to seek client permission. The firm oversees an average of $175.9 million in assets for each customer account. An average financial advisor at Archean Capital Partners Ii, L.L.C oversees fewer than one client account, making it one of the most individualized financial advisor firms in the country.
The firm's central office is located at Veritable Lp, Newtown Square, Pennsylvania 19073. Archean Capital Partners Ii, L.L.C is registered to provide services to investors across 2 states, including New York and Pennsylvania.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Archean Capital Partners Ii, L.L.C by the Numbers
$527.8 million
15
3
$175.9 million
Products and Services
Services offered by Archean Capital Partners Ii, L.L.C can include portfolio management for pooled investment vehicles and selection of other advisers. However, Archean Capital Partners Ii, L.L.C did not provide any of its customers with financial planning services in the prior fiscal year. The company does not sell products or offer services aside from investment advice to its investment advisory customers. The firm is also affiliated with a number of other service providers in the financial services industry, including with a broker-dealer or securities dealer and commodity pool advisor.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
A financial advisor's fees vary depending on which services the firm provides the client. Fees charged by Archean Capital Partners Ii, L.L.C likely consist of some combination of the following fee structures: asset-based, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 26% of firms
Performance-based
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Offered by 10% of firms
Other
Unavailable
Types of Clients
The firm works with pooled investment vehicles. Out of its three clients, Archean Capital Partners Ii, L.L.C's biggest client type is pooled investment vehicles. None of the firm's customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Archean Capital Partners Ii, L.L.C does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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