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Arcadia Funds, LLC

● SEC registered since 2015CRD 166087SEC# 801-106734Burlington, MA
Export (members)
Ranks #4,754 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$208.5M
Fund GAV
$204.5M
Private funds
2
Employees
9
Accounts
5
Location
Burlington, MA

Arcadia Funds, LLC assets under management

Arcadia Funds, LLC is a registered investment adviser overseen by the SEC based in Burlington, MA. The firm has been registered since 2015. It reports $208.5 million in regulatory assets under management and employs 9 people. Arcadia Funds, LLC manages 2 private funds with combined gross assets of $204.5 million, including Cirrix Investments, LLC. By regulatory assets, it ranks 4,754 of 5,911 private fund managers.

Arcadia Funds, LLC private funds

2 funds · $204.5M GAV
FundTypeGross assetsMin.
Cirrix Investments, LLCHedge$202.5M$500K
Arcadia Funds Specialty Finance Partners, L.P.Securitized Asset$2M$1M

Arcadia Funds, LLC owners & executives

4 reported
NameTitleOwnershipSince
Andrew Welch Hallowell ControlManaging Member25-50%2012
Anson Greene Phelps StookeyMember10-25%2012
Brent Rogers Clark ControlChief Compliance Officer25-50%2024
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Frequently asked questions

How much does Arcadia Funds, LLC manage?

Arcadia Funds, LLC reports $208.5 million in regulatory assets under management on its Form ADV.

How many private funds does Arcadia Funds, LLC manage?

Arcadia Funds, LLC manages 2 private funds with combined gross assets of $204.5 million.

How many employees does Arcadia Funds, LLC have?

Arcadia Funds, LLC reports 9 employees.

Where is Arcadia Funds, LLC located?

Arcadia Funds, LLC is based in Burlington, MA and has been SEC-registered since 2015.

Does Arcadia Funds, LLC disclose fund performance?

Arcadia Funds, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address20 Burlington Mall Road, Suite 420, Burlington, MA 01803-4121
Phone781.418.1049
Office hours9:00 a.m. - 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Umbrella registrationYes
Discloses disciplinary historyNo

Assets under management

Discretionary$208.5M
Non-discretionary$0
Total (RAUM)$208.5M

Service providers