ARCADIA FUNDS

RIASEC RegisteredEst. 2015
Total AUM
$193M
Discretionary
$193M
100% of AUM
Avg account
$38.6M
Accounts
5
Employees
9
Advisory reps
4

Firm details

Headquarters
BURLINGTON, Massachusetts
CRD number
166087
Registered since
October 13, 2015
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Arcadia Funds is a limited liability company that operates as a manager of pooled investment vehicles with an institutional client focus. Registered with the SEC in 2015, the firm functions primarily as a sponsor, general partner and managing member of its funds rather than as a broad capital allocator. Its product set centers on hedge fund strategies and a securitized-asset vehicle; the firm also deploys external managers for private equity allocations. Fee terms combine a percentage of assets under management with performance-based fees, reflecting a traditional hedge fund compensation model. Advisory activity is concentrated on portfolio management for pooled investment vehicles and for businesses or institutional clients. Arcadia Funds does not present itself as an active ESG investor, and it is not structured as a multi-state adviser. The firm's corporate posture and registration history indicate a focused, manager-led approach: running a small number of funds, retaining GP control, and servicing a narrow set of institutional relationships.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • ANDREW HALLOWELL

    Managing Director, Chief Executive OfficerCRD 5073566

Contacts

3 of 3
  • BRENT CLARK

    Co-Founder and Managing Director at Arcadia FundsCRD 5454837

  • JOHNATHAN GREEN

    Managing DirectorCRD 5074181

  • ANSON STOOKEY

    Board MemberCRD 6157776

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

BURLINGTON, MA

MIDDLESEX

Location

BURLINGTON, MA

Headquartered in BURLINGTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
MIDDLESEX
Address
20 Burlington Mall Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth