EDEN CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- ,
- CRD number
- 284485
- Website
- edencapital.org
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI83.27%
- Individuals16.62%
- Charitable Organizations0.11%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Eden Capital Management, LLC is a small, equity-focused registered investment adviser that manages portfolios for individuals, families and select institutional clients. The firm charges fees based on a percentage of assets under management and provides discretionary portfolio management primarily through separately managed accounts. Eden Capital favors publicly traded equities as its core allocation, using exchange-traded instruments to implement client strategies and adjust exposures quickly. The firm does not identify as an active ESG investor and operates from a single-office footprint rather than as a multi-state adviser. Eden Capital’s client mix is oriented toward individuals and small businesses, with services scoped to personalized portfolio construction and ongoing rebalancing. Its owner-type is individual and its advisory activity is described specifically as portfolio management for individuals and small businesses, indicating a boutique model that likely emphasizes tailored allocations over large-scale model-driven platforms.
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
- Exchange Traded Equities95%
- State & Local Bonds4%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1William Ockerman
Chief Compliance OfficerCRD 8027514
Contacts
2 of 2Douglas Eden
Principal and Managing PartnerCRD 6675487
Joseph Conlin
PartnerCRD 8027475
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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