Arque Advisors, LLC

RIAState Registered
Total AUM
$6.3M
Discretionary
$0
0% of AUM
Avg account
$198K
Accounts
32
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
144862
Registered since
September 24, 2007
Custodians
CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM
Client types
  • HNWI87.22%
  • Pooled Investment Vehicles11.54%
  • Individuals1.24%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Arque Advisors, LLC is a Vermont-registered limited liability company operating as an independent registered investment adviser under individual ownership. The firm positions itself as a capital allocator that serves both high-net-worth individuals and institutional clients, charging fees as a percentage of assets under management. Its advisory scope includes portfolio management for individuals and small businesses, management of pooled investment vehicles, and the selection of third‑party advisers. Arque also functions on the sponsor/GP side and as managing member for pooled vehicles, indicating it can create or operate collective investment structures on behalf of clients. The firm does not identify as an active ESG investor and appears focused on traditional and alternative investment channels rather than multi‑state or pension consulting work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

Asset composition

Asset composition: Non-Exchange Traded Equities 100%100%
  • Non-Exchange Traded Equities100%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth