Ardea Partners LP

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
57
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 listed in FINTRX as an SEC-registered entity (registered in 2016) organized under an "other" legal formation and classified as an investment bank. Ownership is recorded as a mix of a domestic entity and an individual. The firm is not identified as a capital allocator or an active ESG investor in the available records. The FINTRX entry provides minimal detail on business lines: there are no disclosures around client segments, fee schedules, advisory activities, or specific investment mandates. The firm is not flagged as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. FINTRX also shows no reported client accounts or assets under management, which suggests either a private, non-traditional operating model or limited public reporting of its wealth- or asset-management activities.

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

    Donald Truesdale

    Chief Executive OfficerCRD 2172140

  • Ann Oh

    Ann Oh

    CFO- Managing DirectorCRD 6075706

Contacts

3 of 55
  • Julian Qureshi

    Julian Qureshi

    AssociateCRD 7532726

  • Grace Traina

    Grace Traina

    AnalystCRD 7572023

  • Brendan Cook

    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