Arden Global Family Offices
Firm details
- Headquarters
- ,
- CRD number
- 337412
- Registered since
- July 8, 2025
- Custodians
- CHARLES SCHWAB & CO., INC., UBS FINANCIAL SERVICES INC.
- Fee structure
- Percentage of AUM, Subscription Fees, Fixed Fees, Performance Based Fees
- Client types
- HNWI58.74%
- Corporations / Businesses31.45%
- Pooled Investment Vehicles5.94%
- Charitable Organizations3.87%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Arden Global Family Offices is an LLC that positions itself as a capital allocator and manager focused on both direct venture activity and multi-manager alternatives. The firm is SEC registered (2025) and classifies itself as a venture capital fund while serving individual and family clients alongside institutional investors. Its advisory mandates include portfolio management for individuals and small businesses, management of pooled investment vehicles, and selection of third‑party advisers. Fee arrangements are varied: percentage of AUM, subscription fees, fixed fees, and performance‑based fees are all used.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities45%
- Private Funds36%
- US Government Bonds10%
- Cash & Cash Equivalents7%
- Investment Grade Corp Bonds2%
Contacts
3 of 3
Flora Dong
FounderCRD 3232763
Patrick Burns
General CounselCRD 2991172
Xiaotong Wang
MemberCRD 8199784
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
MFG Wealth Management, Inc.
RIAIndianapolis, IN
Mercantile Investment Advisors
RIAWichita Falls, TX
Millennial Wealth Advisors
RIACampbell Asset Management, LLC
RIAChattanooga, TN
Foresee Wealth Advisors
RIABellevue, WA
Core Alpha, Inc.
RIARochester, NY