Archedia Capital LLC

Overview

Archedia Capital LLC is a small, individual-owned advisory firm focused on portfolio management for individuals and small businesses. The firm operates on a discretionary basis and charges a combination of asset-based fees and performance-linked fees, which suggests it takes on active management responsibilities and may pursue strategies where outperformance is a measurable goal. Archedia shows a clear preference for liquid, exchange-traded equities as its primary allocation. The adviser does not identify as an active ESG investor, is not set up as a multi-state adviser, and is not acting as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices