Arque Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 144862
- Registered since
- September 24, 2007
- Website
- www.arqueadvisors.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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