ARDEA PARTNERS LP

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
55
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
283558
Registered since
July 8, 2016

Firm profile

FINTRX

Overview

Ardea Partners LP is an SEC-registered entity (registered in 2016) organized under a nonstandard legal form listed as "Other Types of Legal Formation." The firm is classified in the data as an investment bank and is owned by a mix of a domestic entity and an individual. The available record flags the firm as not acting as a capital allocator and not participating as an active ESG investor. It is not identified as a multistate adviser, a pension consultant, or a related adviser in the disclosed fields. Public-facing detail about the firm's advisory or business activities is minimal in the dataset.

Assets & Accounts

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

2 of 2
  • DONALD TRUESDALE

    Chief Executive OfficerCRD 2172140

  • Ann Oh

    CFO- Managing DirectorCRD 6075706

Contacts

3 of 53
  • Julian Qureshi

    Investment Banking AnalystCRD 7532726

  • Grace Traina

    AnalystCRD 7572023

  • BRENDAN COOK

    Vice PresidentCRD 5632698

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
10 Hudson Yards
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth