Arden Global Family Offices

RIASEC RegisteredEst. 2025
Total AUM
$146M
Discretionary
$124M
85% of AUM
Avg account
$4.9M
Accounts
30
Employees
3
Advisory reps
3

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

FINTRX

Overview

Arden Global Family Offices is organized as an LLC and presents itself as a capital allocator serving both individual/family and institutional clients. The firm is SEC-registered (registration year listed as 2025) and provides portfolio management for individuals/small businesses and pooled investment vehicles, and it also engages in the selection of external advisers. Fee arrangements are varied — Arden charges percentage-of-AUM fees alongside subscription, fixed, and performance-based fees. The firm is not described as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 47%, Other 43%, US Government Bonds 8%, Cash & Cash Equivalents 2%, Non-Exchange Traded Equities 1%, Public Funds/Mutual Funds 1%47%
  • Exchange Traded Equities47%
  • Other43%
  • US Government Bonds8%
  • Cash & Cash Equivalents2%
  • Non-Exchange Traded Equities1%

Contacts

3 of 3
  • Patrick Burns

    General CounselCRD 2991172

  • Flora Dong

    Flora Dong

    Owner and Financial AdvisorCRD 3232763

  • Xiaotong Wang

    MemberCRD 8199784

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth