Viden Arbor Capital

RIASEC RegisteredEst. 2022
Total AUM
$204M
Discretionary
$204M
100% of AUM
Avg account
$3M
Accounts
68
Employees
1
Advisory reps
2

Firm details

Headquarters
,
CRD number
169533
Registered since
July 21, 2022
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI99.26%
  • Individuals0.74%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Viden Arbor Capital is a privately owned investment advisory firm organized as a limited liability company and SEC-registered in 2022. The firm focuses on discretionary portfolio management for individuals, families and small businesses, charging both a percentage of assets under management and fixed fees. Viden Arbor combines a core public-equity approach with active sponsor/GP activity in pooled vehicles: its regulatory profile lists CPO/CTA responsibilities and roles as sponsor, general partner and managing member of investment vehicles. Publicly traded equities are the dominant focus—Viden Arbor’s reported preference is equities and the firm allocates the bulk of client capital to exchange-traded securities for liquidity and tradability. At the same time the firm maintains exposure to a broad set of alternatives (private equity, venture capital, hedge funds, private placements, real estate and liquid alternatives) and uses mutual funds and corporate debt as complementary building blocks of client portfolios. The firm does not identify as an active ESG investor.

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 90%, Cash & Cash Equivalents 10%90%
  • Exchange Traded Equities90%
  • Cash & Cash Equivalents10%

Contacts

2 of 2
  • Matthew Ward

    Matthew Ward

    Principal & FounderCRD 6008690

  • Peter Uher

    Peter Uher

    Co-FounderCRD 5832443

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth