Arcadia Investment Partners LLC (New York)

Arcadia Investment Partners LLC is a large advisory firm based in New York. It manages $908.54 million of regulatory assets for 117 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of New York.

Arcadia Investment Partners provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Arcadia Investment Partners: assets under management

The assets under management (AUM) of Arcadia Investment Partners LLC is $908.54 million. The firm's AUM has grown by 279% since the beginning of its operation, and $424.08 thousand of the total AUM is attributable to clients outside of the United States.

The firm manages $837.62 million in discretionary accounts and $70.92 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $15.23 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.14 million.

Arcadia Investment Partners has custody of $837.62 million in cash and securities for 55 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in pooled investment vehicles the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Arcadia Investment Partners LLC for their services and products based on fixed fees and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Arcadia Investment Partners serves?

The firm provides services to charitable organizations, high net worth individuals, and pooled investment vehicles. The largest group of clients of Arcadia Investment Partners is pooled investment vehicles with 52 clients and $837.62 million of assets under management. Among the 9 most similar advisory firms, Arcadia Investment Partners has the 3rd lowest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $908.54 million for 117 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 3% of the firm’s clients are foreign persons or businesses.

Arcadia Investment Partners also advises several private funds. Namely, eleven real estate funds and forty one private equity funds. The minimum investment commitment required of non-related persons is $50,000 for each fund.

Careers at Arcadia Investment Partners LLC

The company employs 7 people that are either part- or full-time employees. 57 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Kammy Malek Moalemzadeh	Managing partner	1 Mar 2001	75% - 100%	6026253
Neal Joseph Lipner	Chief compliance officer, partner, chief financial officer	1 Aug 2010	Other	6026261

Based in New York

The principal office where Arcadia Investment Partners LLC performs its advisory services is located at 152 West 57 Th Street, New York, NY 10019, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-931-5296 or by fax 646 762 9577. The normal business hours are 8:30am - 7:30pm on Monday - Friday.