ARCADIA INVESTMENT PARTNERS

RIASEC RegisteredEst. 2012

Total AUM

$1.4B

Discretionary

$1.3B

98% of AUM

Avg account

$12.8M

Accounts

107

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 161426
Registered since: March 30, 2012
Website: www.arcadiainvestments.com
Fee structure: Fixed Fees, Performance Based Fees, Other
Client types: Pooled Investment Vehicles98.09%
Corporations / Businesses1.82%
HNWI0.09%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Arcadia Investment Partners is a privately owned LLC that has been SEC-registered since 2012 and operates primarily as a fund manager focused on private equity and real estate strategies. The firm serves both high-net-worth individuals and families as well as institutional clients, providing portfolio management across individual accounts, pooled investment vehicles and institutional mandates. Its service set includes selecting external advisers and acting in sponsor/GP and managing-member roles for pooled funds, indicating it both runs proprietary vehicles and oversees allocations to third-party managers. The firm charges a mix of fixed and performance-linked fees (along with other fee arrangements) consistent with active management of alternative vehicles. Arcadia does not describe itself as an active ESG investor, is not designated as a multi-state adviser, and does not report pension consulting or related-adviser roles.