ARDENT CAPITAL
Firm details
- Headquarters
- MOUNTAIN VIEW, California
- CRD number
- 134105
- Website
- www.ardent-capital.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI82.48%
- Individuals11.39%
- Corporations / Businesses6.12%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Ardent Capital operates as a small, equity-tilted advisory shop that provides discretionary portfolio management primarily to individuals, families and select institutional clients. The firm’s filings show a clear preference for equity exposure, with a meaningful portion held in non-exchange traded equity positions rather than listed securities. Services are delivered on a percentage-of-AUM fee model and the firm positions itself to manage multiple accounts per client, focusing on portfolio construction and ongoing discretionary management for individuals and small businesses. Ardent Capital is not identified as an active ESG investor.
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
- Non-Exchange Traded Equities56%
- Exchange Traded Equities17%
- Cash & Cash Equivalents17%
- US Government Bonds10%
Contacts
1 of 1MARK LIU
Principal and Portfolio ManagerCRD 2588570
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MOUNTAIN VIEW, CA
SANTA CLARA
Location
MOUNTAIN VIEW, CA
Headquartered in MOUNTAIN VIEW, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SANTA CLARA
- Address
- 2680 Bayshore Pkwy
- Time zone
- PT (UTC-8)
- Office locations
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