ARDENT CAPITAL

RIASEC Registered
Total AUM
$58.8M
Discretionary
$58.8M
100% of AUM
Avg account
$639K
Accounts
92
Employees
1
Advisory reps
1

Firm details

Headquarters
MOUNTAIN VIEW, California
CRD number
134105
Fee structure
Percentage of AUM
Client types
  • HNWI82.48%
  • Individuals11.39%
  • Corporations / Businesses6.12%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

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

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: Non-Exchange Traded Equities 56%, Exchange Traded Equities 17%, Cash & Cash Equivalents 17%, US Government Bonds 10%56%
  • Non-Exchange Traded Equities56%
  • Exchange Traded Equities17%
  • Cash & Cash Equivalents17%
  • US Government Bonds10%

Contacts

1 of 1
  • MARK LIU

    Principal and Portfolio ManagerCRD 2588570

Wealth teams

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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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth