Arque Advisors, LLC

RIASEC RegisteredEst. 2007

Total AUM

$6.3M

Discretionary

0% of AUM

Avg account

$198K

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 144862
Registered since: September 24, 2007
Website: www.arqueadvisors.com
Custodians: CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM
Client types: HNWI87.22%
Pooled Investment Vehicles11.54%
Individuals1.24%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Arque Advisors, LLC is an SEC-registered investment adviser organized as an LLC and operating since 2007. The firm is owned by an individual and positions itself as a capital allocator serving both high-net-worth individuals and families as well as institutional clients. Its advisory model is fee-based, charging a percentage of assets under management. Service offerings center on portfolio management for individuals and small businesses, management of pooled investment vehicles, and the selection of third-party advisers. The firm also acts in sponsor/GP/managing member roles for pooled vehicles, which implies involvement in fund formation or management alongside manager selection. Arque is not an active ESG investor and is not registered as a multi-state adviser or pension consultant.