Archedia Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Archedia Capital LLC provides discretionary investment management and portfolio advisory services to a very small client base that includes individuals, high‑net‑worth clients, trusts, retirement plans and certain business entities. The firm delivers portfolio management across a broad range of asset classes and generally custody and trading are conducted through Interactive Brokers.
The firm combines passive, ETF‑based allocations with active, systematic strategies driven by quantitative models and statistical arbitrage; its active toolkit can include long and short equity positions, options, foreign currency exposure and selective use of leverage. Risk controls are described in the brochure and the firm integrates position risk limits, diversification across strategies, and hedging into its process; the firm may also enter performance‑based arrangements with qualified clients.
Archedia is distinctive for its very small scale—managing under $1 million for only a handful of clients—which is uncommon among independent advisers and implies a highly concentrated client roster. It also pairs that small scale with relatively sophisticated quantitative and short‑selling strategies, and the firm’s principal maintains a significant full‑time corporate data‑science role outside the advisory business, a combination that affects capacity, availability and the firm’s conflict‑management practices.
Client services
Expertise
Occupation focus
Fee options
up to 2.40% annually
Up to 20% of each investor’s annual net realized and unrealized profits with a high water mark, charged only to qualified clients meeting specific criteria.
Account minimum: $30,000
Main office
Ridgewood NJ
Advisors at this office
1
Most active in
Florida · New Jersey
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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