Aurdan Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wayne, PA. Its latest Form ADV filing, dated March 30, 2026, reports $526M in regulatory assets under management, 7 employees, and 423 accounts.
Assets Under Management
$526M
Employees
7
Offices
--
Total Clients
423
Primary office
WAYNE, PA
1550 LIBERTY RIDGE DRIVE, SUITE 280, WAYNE, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 70.0% of total clients.
Top client categories% of clientsClients
1
Individuals
70.0%
296
2
HNWI
27.0%
114
3
Charitable
1.9%
8
4
Corporations
0.9%
4
5
Pension Plans
0.2%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$526Mas of March 30, 2026
Discretionary99.6%
$524M
100% of total RAUM99.6%
Non-discretionary0.4%
$2M
0% of total RAUM0.4%
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$526M
Total Accounts423
10Y AUM Change+$526M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee60:1
10Y Employee Change+5 (+250.0%)
* 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.