A complete list of active advisors currently associated with Arcanum Capital Management LLC
Warmer can help you find a great advisor at Arcanum Capital Management LLC or one who fits your needs even better.
Arcanum Capital Management LLC provides discretionary and non-discretionary asset management and financial consulting to individual investors, with an emphasis on high‑net‑worth clients rather than mass‑market retail accounts. The firm manages a small number of client relationships and documents goals and restrictions to create individualized investment programs. Portfolios are tailored to each client’s objectives, time horizon and risk tolerance and rely primarily on fundamental analysis; strategies may include long‑ and short‑term holdings and options writing, with regular monitoring and rebalancing. Compensation is primarily asset‑based, but the firm also offers performance‑based fee arrangements for qualified clients, a structure the brochure identifies as giving rise to potential conflicts of interest. Distinctive aspects compared with many peers include the availability of performance‑based fees limited to clients who meet specified asset and net‑worth criteria and the firm’s deliberate focus away from lower‑net‑worth individual clients. The firm’s principal holds a professional accounting credential and maintains a separate tax and management consulting practice that provides services to advisory clients for additional compensation, a relationship disclosed as a potential conflict and managed through firm policies.
To learn more about the advisors currently working at Arcanum Capital Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Syosset, NY
| 1
|
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