Arlen Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Warwick, RI. Its latest Form ADV filing, dated February 26, 2026, reports $349M in regulatory assets under management, 6 employees, and 690 accounts.
Assets Under Management
$349M
Employees
6
Offices
--
Total Clients
222
Primary office
WARWICK, RI
117 METRO CENTER BOULEVARD, SUITE 2006, WARWICK, RI, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 62.6% of total clients.
Top client categories% of clientsClients
1
Individuals
62.6%
139
2
HNWI
37.4%
83
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$349Mas of February 26, 2026
Discretionary99.3%
$346M
99% of total RAUM99.3%
Non-discretionary0.7%
$2M
1% of total RAUM0.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$349M
Total Accounts690
10Y AUM Change+$177M (+102.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee37:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.