EDEN CAPITAL MANAGEMENT, LLC

RIASEC Registered
Total AUM
$95M
Discretionary
$95M
100% of AUM
Avg account
$841K
Accounts
113
Employees
3
Advisory reps
3

Firm details

Headquarters
,
CRD number
284485
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, State & Local Bonds 4%, Cash & Cash Equivalents 1%95%
  • Exchange Traded Equities95%
  • State & Local Bonds4%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • William Ockerman

    Chief Compliance OfficerCRD 8027514

Contacts

2 of 2
  • Douglas Eden

    Principal and Managing PartnerCRD 6675487

  • Joseph Conlin

    PartnerCRD 8027475

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth