Adviser Record

Arden Global Family Offices

Registered investment adviser · CRD #337412

Form ADV data as of 2026-09-01
Regulatory assets
$146.0 million
Total accounts
30
Employees
3
Disclosure events
0

Firm details

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management servicesYes
Discretionary regulatory assets under management$124.0 million
Non-discretionary regulatory assets under management$22.1 million
Total regulatory assets under management$146.0 million
Discretionary accounts29
Non-discretionary accounts1
Total accounts30
Regulatory assets under management attributable to non-U.S. persons$78.3 million

People

Total employees (excluding clerical)3
Employees performing investment advisory functions (including research)2
Employees who are registered representatives of a broker-dealer0
Employees registered as investment adviser representatives with a state1
Employees registered as IARs for another investment adviser0
Employees who are licensed insurance agents1
Firms or persons who solicit advisory clients on the firm's behalf0

Custody

Has custody of client cash or bank accountsNo
Has custody of client securitiesNo
A related person has custody of client cash or bank accountsYes
A related person has custody of client securitiesYes
Client funds and securities held in a related person's custody$8.7 million
Clients for whom a related person has custody2
The firm acts as a qualified custodianNo
A related person acts as a qualified custodianNo
Number of persons acting as qualified custodians for the firm's clients1

How the firm is compensated

A percentage of assets under managementSubscription fees (for a newsletter or periodical)Fixed fees (other than subscription fees)Performance-based fees

Advisory services offered

Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesSelection of other advisers (including private fund managers)

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Client types

Type of clientClientsAssets
High net worth individuals7$85.8 million
Pooled investment vehicles (other than investment companies and BDCs)2$8.7 million
Charitable organizations1$5.7 million
Corporations or other businesses not listed above2$45.9 million