Viden Arbor Capital
Firm details
- Headquarters
- ,
- CRD number
- 169533
- Registered since
- July 21, 2022
- Website
- videnarbor.com
- 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
FINTRXOverview
Viden Arbor Capital is an SEC‑registered independent RIA organized as an LLC that began registration in 2022 and is owned by an individual. The firm’s client focus is individuals and families, and it provides portfolio management specifically geared toward individuals and small businesses. Fees are charged as a percentage of assets under management and via fixed fees. In addition to advisory work, the firm is active as a CPO/CTA and is affiliated with pooled-vehicle roles such as sponsor, general partner, or managing member, indicating it sponsors or manages private investment structures for clients. The firm does not identify as an active ESG investor.
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 Equities90%
- Cash & Cash Equivalents10%
Contacts
2 of 2
Matthew Ward
Principal & FounderCRD 6008690

Peter Uher
Co-FounderCRD 5832443
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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