Arden Fund Management, LLC
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Learn more about Arden Fund Management, LLC
Overview
Arden Fund Management, LLC operates as a financial advisory firm headquartered in Philadelphia, Pennsylvania. The company controls $1.3 billion in assets throughout 11 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management (AUM). The firm has a small group, including 14 financial advisors. Arden Fund Management, LLC does not act as a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer company to do so. Securities are defined as exchangable financial investments like equities, bonds and options.
Arden Fund Management, LLC administers all of its client assets in a discretionary manner. Discretionary management signifies that transaction choices for the client's account are made by an investment advisor without requiring the customer's consent. Arden Fund Management, LLC's typical account size is $119.0 million. The average advisor at Arden Fund Management, LLC manages fewer than one client account, placing it among the most personalized advisor firms in the country.
The company's headquarters is at 1600 Market Street, Philadelphia, Pennsylvania 19103. It is allowed to serve clients in the state of Pennsylvania.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Arden Fund Management, LLC by the Numbers
$1.3 billion
21
11
$119.0 million
Fee Structure
Financial management fees typically are based on which services the firm provides the client. However, fees charged by the firm likely are comprised of the following fee types: asset-based, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Arden Fund Management, LLC.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
The company works with pooled investment vehicles. Out of its 11 customers, Arden Fund Management, LLC's biggest client by number of accounts is pooled investment vehicles. None of its accounts are represented by people from outside of the U.S.
- 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
Arden Fund Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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