Arcadia Investment Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 3, 2026, reports $1.4B in regulatory assets under management, 8 employees, and 107 accounts.
Assets Under Management
$1.4B
Employees
8
Offices
--
Total Clients
107
Primary office
NEW YORK, NY
152 WEST 57TH STREET, 47TH FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Fixed fees
Other fee arrangements
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 69.2% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
69.2%
74
2
HNWI
20.6%
22
3
Corporations
10.3%
11
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of March 3, 2026
Discretionary98.1%
$1.3B
98% of total RAUM98.1%
Non-discretionary1.9%
$26M
2% of total RAUM1.9%
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.
Total AUM$1.4B
Total Accounts107
10Y AUM Change+$679M (+98.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee13:1
10Y Employee Change+1 (+14.3%)
* 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.