Ardan Equity Partners, LLC

RIASEC RegisteredEst. 2024
Total AUM
$441M
Discretionary
$441M
100% of AUM
Avg account
$40.1M
Accounts
11
Employees
6
Advisory reps
2

Firm details

Headquarters
West Palm Beach, Florida
CRD number
312470
Registered since
July 26, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Ardan Equity Partners, LLC operates as a private equity fund manager organized as a limited liability company and registered with the SEC in 2024. The firm serves institutional clients and focuses on portfolio management for pooled investment vehicles; it acts as sponsor, general partner and managing member of the funds it oversees rather than functioning as a capital allocator to outside mandates. Its fee model combines a percentage-of-assets charge with performance-based fees. The firm is not positioned as an active ESG investor and does not report multi-state adviser status.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • Noah Lewis

    Managing PartnerCRD 7329548

  • Michael Weintraub

    Co-Founder & Managing PartnerCRD 7329551

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

West Palm Beach, FL

Palm Beach

Location

West Palm Beach, FL

Headquartered in West Palm Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
222 Lakeview Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth