Ardea Partners LP

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
61
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
283558
Registered since
July 8, 2016

Firm profile

FINTRX

Overview

Ardea Partners LP is registered with the SEC and classified as an investment bank. The firm was first registered in 2016 and is structured under an “other” legal formation with ownership described as a combination of a domestic entity and an individual. Public filings captured in the dataset provide only limited operational detail: there are no disclosed descriptions of the firm’s client base, fee schedule, advisory activities, or broader business lines. The record identifies the firm as not a capital allocator, not an active ESG investor, not a multi‑state adviser, not a pension consultant, and not a related adviser.

Assets & Accounts

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

Owners & executives

2 of 2
  • Donald Truesdale

    Donald Truesdale

    Chief Executive OfficerCRD 2172140

  • Ann Oh

    Ann Oh

    CFO- Managing DirectorCRD 6075706

Contacts

3 of 59
  • Jeffrey Schackner

    Jeffrey Schackner

    PartnerCRD 1546422

  • Christopher Cole

    Christopher Cole

    Chairman and Co-FounderCRD 1721589

  • James Del Favero

    James Del Favero

    Co-FounderCRD 1750524

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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

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
10 Hudson Yards
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth