SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Arcadia Investment Partners
New York, NY
Arcadia Investment Partners LLC, CRD 161426
Firm filing updated March 3, 2026 ·
- $1.4BAssets
- 107Clients
- 4Advisory staff
- 107Accounts
Fees and minimums
All fee types on the form
- Fixed feesYes
- Performance-based feesYes
- OtherYes
- Percentage of assets under managementNo
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
Who the firm serves
- Pooled vehicles74
- High net worth individuals22
- Corporations or other businesses11
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 22 | $1.3 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 74 | $1.3 billion |
| Corporations or other businesses not listed above | 11 | $24.9 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 4 services
- Selection of other advisors (including private fund managers)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$1.4 billion
- Accounts107
- Discretionary$1.3 billion · 74 accounts
- Non-discretionary$26.2 million · 33 accounts
People
- Employees8
- Advisory staff4
- Broker-dealer reps0
- Licensed insurance agents0
Registration details
- Legal name: Arcadia Investment Partners LLC SEC-registered investment advisor. CRD 161426, SEC file 801-74268.
- Registered with the SEC as an investment advisor (status date on record: March 30, 2012).
Is Arcadia Investment Partners a fiduciary?
Short answer: Arcadia Investment Partners is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.