A complete list of active advisors currently associated with Viden Arbor Capital

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

Viden Arbor Capital, LLC provides discretionary investment advisory services to retail clients, with a focus on individual and high‑net‑worth investors, and also offers consulting engagements in which clients implement recommendations themselves. The firm requires a minimum portfolio value for managed accounts (the requirement is negotiable) and monitors agreed asset allocation targets on an ongoing basis. Accounts are managed on a discretionary basis and the firm charges asset‑based investment management fees in addition to custodial and product expenses; financial professionals are paid based on the revenue they generate and the time and complexity of services provided. The brochure notes that advisers may invest in the same securities as clients and that the firm supervises these activities through a compliance program and a Code of Conduct. The firm’s disclosure also describes commonly owned or affiliated entities and material outside business activities that can generate additional compensation; in Viden Arbor’s case these activities include serving as a private fund adviser and fund sponsor/syndicator and participating in commodity trading roles such as a commodity pool operator or trading advisor. With roughly $204 million in assets under management across a small client base (21 clients), the firm’s scale together with affiliated fund and commodity activities may introduce conflicts of interest that the firm says it discloses and seeks to manage.

To learn more about the advisors currently working at Viden Arbor Capital, 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.