ARENA PRIVATE WEALTH

Overview

Arena Private Wealth is an independent RIA and capital allocator that registered with the SEC in 2024. The firm serves both individual/family and institutional clients and offers a mix of financial planning, discretionary portfolio management (including for pooled investment vehicles), and selection-of-other-advisers services. Its advisory menu and sponsor/GP/managing-member activity indicate it both places client capital with external managers and sponsors its own pooled funds. Fee arrangements are flexible: Arena charges AUM-based fees, fixed and hourly fees, and can assess performance-based fees — a structure that supports direct participation in private funds and co-investments. The firm reports it is not an active ESG investor and identifies as an independent RIA focused on constructing blended portfolios that include traditional public funds alongside a range of alternative strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices