Ardea Partners LP

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
64
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 recorded as an investment bank organized under an "other" legal formation and owned by a combination of a domestic entity and an individual. The firm's profile in the data set does not characterize it as a capital allocator and it is identified as not being an active ESG investor. Other metadata flags indicate it is not a multi-state adviser, not newly formed, not a pension consultant and not marked as a related adviser. The dataset does not include a description of client types, fee schedules, core advisory activities or external affiliations. Taken together with the investment-bank classification and the absence of reported client asset activity, the available signals point to a business focused on transactional or advisory services rather than acting as a traditional discretionary asset manager.

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 62
  • Jeffrey Schackner

    Jeffrey Schackner

    PartnerCRD 1546422

  • Christopher Cole

    Christopher Cole

    Chairman and Co-FounderCRD 1721589

  • James Del Favero

    James Del Favero

    Co-Founder and Vice ChairmanCRD 1750524

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

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