Viden Arbor Capital
Firm details
- Headquarters
- ,
- CRD number
- 169533
- Registered since
- July 21, 2022
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI99.26%
- Individuals0.74%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Viden Arbor Capital is a privately owned investment advisory firm organized as a limited liability company and SEC-registered in 2022. The firm focuses on discretionary portfolio management for individuals, families and small businesses, charging both a percentage of assets under management and fixed fees. Viden Arbor combines a core public-equity approach with active sponsor/GP activity in pooled vehicles: its regulatory profile lists CPO/CTA responsibilities and roles as sponsor, general partner and managing member of investment vehicles. Publicly traded equities are the dominant focus—Viden Arbor’s reported preference is equities and the firm allocates the bulk of client capital to exchange-traded securities for liquidity and tradability. At the same time the firm maintains exposure to a broad set of alternatives (private equity, venture capital, hedge funds, private placements, real estate and liquid alternatives) and uses mutual funds and corporate debt as complementary building blocks of client portfolios. The firm does not identify as an active ESG investor.
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
- Exchange Traded Equities90%
- Cash & Cash Equivalents10%
Contacts
2 of 2
Matthew Ward
Principal & FounderCRD 6008690

Peter Uher
Co-FounderCRD 5832443
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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