Firm profile

Eden Capital Management, LLC

CRD 284485Latest ADV July 21, 2026

Eden Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated July 21, 2026, reports $109M in regulatory assets under management, 3 employees, and 161 accounts.

Assets Under Management
$109M
Employees
3
Offices
--
Total Clients
161
Primary office
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOWilliam W. Ockerman
CFOJoseph M. Conlin

Advisory services offered

1 types reported
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees
Sources checked Sep 12, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 77.6% of total clients.
Top client categories% of clientsClients
1
Individuals
77.6%
125
2
HNWI
21.7%
35
3
Charitable
0.6%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$109Mas of July 21, 2026
Discretionary100.0%
$109M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$109M
Total Accounts161
10Y AUM Change

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3
Clients per Employee54:1
10Y Employee Change

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.