|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Arlen Capital LLC
✚
|
|
|---|---|
| CRD # | 118113 |
| SEC # | 801-63038 |
| CIK # | |
| AUM | $331.3 M (2025-02-25) |
| Employees | 5 (100% Investors, 100% Brokers) |
| Phone | 401-854-3500 |
| Address | 117 Metro Center Boulevard Warwick, RI 02886 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 139 | 59.0 |
| (b) Individuals (high net worth individuals) | 78 | 267.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 3.5 |
| (n) Other | 0 | 0.0 |
| Total | 691 | 331.3 |
| By Discretionary | ||
| Discretionary | 688 | 329.1 |
| Non-Discretionary | 3 | 2.1 |
| Total | 691 | 331.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 331.3 | |
| Total | 691 | 331.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Causey Wealth LLC
✚
|
CO | 0.3 |
|
Silver Coast Investments LLC
✚
|
CA | 0.3 |
|
Family Legacy Inc
✚
|
SC | 0.3 |
|
Invenio Wealth Partners LLC
✚
|
FL | 0.3 |
|
Ridgepath Capital Management LLC
✚
|
TN | 0.3 |
|
Wealthcare Capital Partners LLC
✚
|
PA | 0.3 |
|
Regimen Wealth LLC
✚
|
GA | 0.3 |
|
MN Wealth Advisors LLC
✚
|
KS | 0.3 |
|
Reichard Capital LLC
✚
|
NC | 0.3 |
|
Teton Advisors LLC
✚
|
CT | 0.3 |