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Building 2ARCADIA FUNDS

Map pinBURLINGTON, MA
Phone781.418.1049
NotebookSEC #801-106734
Total AUM
$192.8M
Employees
9
Clients
5

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
20 BURLINGTON MALL ROAD
SUITE 420
BURLINGTON
MA 01803-4121
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
781.418.1049

ReceiptFinancials

Total AUM
$192.8M
Accounts
5
Discretionary
$192.8M
Accounts
5
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
5
AUM
$192.8M

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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