Ogden Asset Management, LLC

Overview

Ogden Asset Management, LLC is a small, privately owned investment advisory firm that manages portfolios for individuals and families, as well as small businesses. The firm charges fees based on a percentage of assets under management and focuses on discretionary portfolio management rather than institutional consulting or pension advisory work. Ogden does not identify as an ESG-focused manager and appears to operate primarily at the individual client level rather than as a multi-state or affiliated adviser network. Advisory services are centered on traditional portfolio management: building and overseeing client equity and fixed-income positions, with access to third-party alternative managers where appropriate. The firm’s organizational form is a limited liability company and ownership is held by individuals rather than a corporate or institutional owner.

Assets & Accounts

Public Holdings

Investments & Alternatives