ARCADIA FUNDS
Firm details
- Headquarters
- BURLINGTON, Massachusetts
- CRD number
- 166087
- Registered since
- October 13, 2015
- Website
- www.arcadiafunds.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Arcadia Funds is a limited liability company that operates as a manager of pooled investment vehicles with an institutional client focus. Registered with the SEC in 2015, the firm functions primarily as a sponsor, general partner and managing member of its funds rather than as a broad capital allocator. Its product set centers on hedge fund strategies and a securitized-asset vehicle; the firm also deploys external managers for private equity allocations. Fee terms combine a percentage of assets under management with performance-based fees, reflecting a traditional hedge fund compensation model. Advisory activity is concentrated on portfolio management for pooled investment vehicles and for businesses or institutional clients. Arcadia Funds does not present itself as an active ESG investor, and it is not structured as a multi-state adviser. The firm's corporate posture and registration history indicate a focused, manager-led approach: running a small number of funds, retaining GP control, and servicing a narrow set of institutional relationships.
Assets & Accounts
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
Owners & executives
1 of 1ANDREW HALLOWELL
Managing Director, Chief Executive OfficerCRD 5073566
Contacts
3 of 3BRENT CLARK
Co-Founder and Managing Director at Arcadia FundsCRD 5454837
JOHNATHAN GREEN
Managing DirectorCRD 5074181
ANSON STOOKEY
Board MemberCRD 6157776
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BURLINGTON, MA
MIDDLESEX
Location
BURLINGTON, MA
Headquartered in BURLINGTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- MIDDLESEX
- Address
- 20 Burlington Mall Rd
- Time zone
- ET (UTC-5)
- Office locations
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