ARMADALE ASSET MANAGEMENT LLC

Overview

Armadale Asset Management LLC is a small, independent registered investment adviser that focuses on fee-based portfolio management and financial planning for individuals, families and small businesses. The firm operates with an equity-first investment stance: its reported assets are concentrated in exchange-traded equities, suggesting a preference for liquid, public-market exposures that can be traded and managed on a discretionary basis. Armadale also lists activities consistent with a hybrid role—portfolio management combined with other financial product sales—and has sponsored limited partnership activity, which indicates some involvement with private or structured investment arrangements outside of pooled registered funds. Given the client base and business model, the firm appears set up to provide tailored investment management rather than large, institution-style asset allocation. Its stated fee model is percentage of assets under management, and it does not identify as an active ESG investor. Services emphasize direct portfolio oversight and financial planning for smaller, high-net-worth or affluent clients rather than broad institutional consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices