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| Alden Capital Management Inc
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|---|---|
| CRD # | 293551 |
| SEC # | 801-116941 |
| CIK # | 0001769968 |
| AUM | 1,515.0 M (2026-03-26) |
| Employees | 23 (83% Investors, 83% Brokers) |
| Phone | 215-572-8700 |
| Address | 37 West Ave Wayne, PA 19087 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Community Financial Institutions Fund | [2015-03-24] | 1.1 M | 15.8 M |
| Filed 2015-03-10 (D) · Exemption 506(c), 3(c), 3(c)(1) · Minimum $250,000 · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,321 | 748.7 |
| (b) Individuals (high net worth individuals) | 183 | 59.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 15.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 47 | 691.6 |
| Total | 2,551 | 1,515.0 |
| By Discretionary | ||
| Discretionary | 2,504 | 823.4 |
| Non-Discretionary | 47 | 691.6 |
| Total | 2,551 | 1,515.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,515.0 | |
| Total | 2,551 | 1,515.0 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Lee Calfo | Executive Officer | 7 | 4 | |
| Brian Shevland | Executive Officer | 4 | 3 | |
| R5 Partners Inc | Director | 2 | 2 | |
| Frederick Peters II | Executive Officer | 2 | 2 | |
| Jason O'Donnell | Executive Officer | 1 | 1 | |
| Bluestone Finance Partners GP LLC | Director | 1 | 1 | |
| XP Research Group Inc | Director | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 3 | [0001769968] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Alden Capital Management Inc | |
| 504 Fund |
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