Arden Global Family Offices

RIASEC RegisteredEst. 2025
Total AUM
$107M
Discretionary
$103M
96% of AUM
Avg account
$3.1M
Accounts
34
Employees
2
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
  • Corporations / Businesses70.49%
  • HNWI24.68%
  • Charitable Organizations4.83%
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Arden Global Family Offices is organized as an LLC and operates as a private family-office-style wealth manager and capital allocator. The firm is SEC-registered (registration noted in 2025) and serves both individual/family clients and institutional relationships. Its advisory work centers on portfolio management for individuals and small businesses and on selecting outside advisers and managers on behalf of clients. Fee arrangements are varied: the firm uses asset-based fees, subscription and fixed fees, and performance-based fees, which aligns with a mix of discretionary portfolio management and commitments to external funds. Arden Global does not identify as an active ESG investor in its filings and is not listed as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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 47%, Other 43%, US Government Bonds 8%, Cash & Cash Equivalents 2%, Non-Exchange Traded Equities 1%, Public Funds/Mutual Funds 1%47%
  • Exchange Traded Equities47%
  • Other43%
  • US Government Bonds8%
  • Cash & Cash Equivalents2%
  • Non-Exchange Traded Equities1%

Contacts

3 of 3
  • Patrick Burns

    General CounselCRD 2991172

  • Flora Dong

    Flora Dong

    Owner and Financial AdvisorCRD 3232763

  • 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