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| Alden Capital Management Inc
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|
|---|---|
| CRD # | 293551 |
| SEC # | 801-116941 |
| CIK # | 0001769968 |
| AUM | $657.2 MM (2024-03-19) |
| Employees | 20 (75% Investors, 85% Brokers) |
| Phone | 215-572-8700 |
| Address | 37 West Ave Wayne, PA 19087 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Community Financial Institutions Fund | [2015-03-24] | 1.1 | 53.4 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 712 | 245.2 |
| (b) Individuals (high net worth individuals) | 12 | 7.2 |
| (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 | 53.5 |
| (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 | 36 | 297.7 |
| Total | 761 | 603.7 |
| By Discretionary | ||
| Discretionary | 725 | 386.5 |
| Non-Discretionary | 36 | 217.2 |
| Total | 761 | 603.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 603.7 | |
| Total | 761 | 603.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Lee Calfo | 7 | ||
| Brian Shevland | 4 | ||
| Frederick Peters II | 2 | ||
| R5 Partners Inc | 2 | ||
| Jason ODonnell | 1 | ||
| XP Research Group Inc | 1 | ||
| Lowry's Lane Capital LLC | 1 | ||
| Bluestone Finance Partners GP LLC | 1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 3 | [0001769968] |
| Form 3/4/5 Subject | 2011 - 2024 |
|---|---|
| 504 Fund | |
| Alden Capital Management Inc. |
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|---|---|---|
|
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Synergy Fund Management Group Limited
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0.6 |