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ARCADIA INVESTMENT PARTNERS

ARCADIA INVESTMENT PARTNERS LLC

CRD 161426 · SEC 801-74268

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152 WEST 57TH STREET, 47TH FLOOR, NEW YORK, NY, 10019, United States

Phone

212-931-5296

Fax

646 762 9577

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.37B

Discretionary AUM

$1.35B

Team

8 total employees; 4 advisory reps; 33 broker-dealer reps

Clients

Fees

Fixed fees; Performance-based fees; MANAGEMENT FEES AS % OF COMMITMENTS MANAGED

Org form

Limited Liability Company

Filing date

2026-03-03

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers

Client types

TypeClientsAUM
High net worth individuals22$1.3M
Pooled investment vehicles74$1.35B
Corporations/business entities11$24.9M

States served

NY

All web addresses on file

Official SEC filing: View on IAPD