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 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

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

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth