Arden Fund Management, LLC (Philadelphia)
Arden Fund Management, LLC is a large advisory firm based in Philadelphia. It manages $297.48 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Florida, Minnesota, New York, and Pennsylvania.
Arden Fund Management provides portfolio management for pooled investment vehicles and management of private real estate funds. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Arden Fund Management: assets under management
The assets under management (AUM) of Arden Fund Management, LLC is $297.48 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 97% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Arden Fund Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Arden Fund Management serves?
The only and largest group of clients of Arden Fund Management is pooled investment vehicles with 4 clients and $297.48 million of assets under management. Among the 11 most similar advisory firms, Arden Fund Management has the 3rd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $297.48 million for 4 clients. None of the firm’s clients are foreign persons or businesses.
Arden Fund Management also advises several private funds. Namely, one real estate fund and three private equity funds. The minimum investment commitment required of non-related persons ranges from $250,000 to $500,000.
Careers at Arden Fund Management, LLC
The company employs 16 people that are either part- or full-time employees. 63 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 4 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 10 indirect owners.Based in Philadelphia
The principal office where Arden Fund Management, LLC performs its advisory services is located at 1600 Market Street, Philadelphia, PA 19103, which is also the mailing address of the firm. An additional office of the firm is in New York City, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 215-735-1313 or by fax 215-735-1123. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at philadelphiaresidences.com.
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