Arden Global Family Offices

RIASEC Registered
Total AUM
$146M
Discretionary
$124M
85% of AUM
Avg account
$4.9M
Accounts
30
Employees
3
Advisory reps
3

Firm details

Headquarters
,
CRD number
337412
Registered since
July 8, 2025
Custodians
CHARLES SCHWAB & CO., INC., UBS FINANCIAL SERVICES INC.
Fee structure
Percentage of AUM, Subscription Fees, Fixed Fees, Performance Based Fees
Client types
  • HNWI58.74%
  • Corporations / Businesses31.45%
  • Pooled Investment Vehicles5.94%
  • Charitable Organizations3.87%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Arden Global Family Offices is an LLC that positions itself as a capital allocator and manager focused on both direct venture activity and multi-manager alternatives. The firm is SEC registered (2025) and classifies itself as a venture capital fund while serving individual and family clients alongside institutional investors. Its advisory mandates include portfolio management for individuals and small businesses, management of pooled investment vehicles, and selection of third‑party advisers. Fee arrangements are varied: percentage of AUM, subscription fees, fixed fees, and performance‑based fees are all used.

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 45%, Private Funds 36%, US Government Bonds 10%, Cash & Cash Equivalents 7%, Investment Grade Corp Bonds 2%45%
  • Exchange Traded Equities45%
  • Private Funds36%
  • US Government Bonds10%
  • Cash & Cash Equivalents7%
  • Investment Grade Corp Bonds2%

Contacts

3 of 3
  • Flora Dong

    Flora Dong

    FounderCRD 3232763

  • Patrick Burns

    General CounselCRD 2991172

  • Xiaotong Wang

    MemberCRD 8199784

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth