A complete list of active advisors currently associated with Archedia Capital LLC

Warmer can help you find a great advisor at Archedia Capital LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Archedia Capital 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.