ARCADIUS CAPITAL PARTNERS INC.
Adviser information for ARCADIUS CAPITAL PARTNERS INC. last updated from Form ADV on March 25th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Canada |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2 | $131.1M |
| Non-Discretionary | 0 | $0 |
| Total | 2 | $131.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 2 | $131.1M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 50 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-106819 |
|---|---|
| SEC ERA File Number | 801-106819 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 173645 |
| Legal Entity Identifier | None |
Principal Office
4 PINEHURST DRIVEHERITAGE POINTE
CALGARY, ALBERTA
Canada
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 713-437-5068, Fax: None
Websites
Chief Compliance Officer
JAMES RICHARD CLIFTON BROWN
MANAGING DIRECTOR
4 PINEHURST DRIVE
HERITAGE POINTE
CALGARY, ALBERTA
Canada
Tel:
713-437-5068
J*****@******************M
(Full email address available in API data)
Industry Affiliates
| ARCADIUS CAPITAL HOLDINGS LP | Sponsor, GP, manager of pooled investment vehicles |
| ARCADIUS CAPITAL PARTNERS (US) INC. | Other investment adviser, including financial planners |
| SW CAPITAL PARTNERS INC. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| TOMBAR ENERGY HOLDINGS, INC. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| ARCADIUS (SW) ENERGY CAPITAL, LP | Private Equity Fund | $130.7M | $5.0M | 9 |
| SW ENERGY CAPITAL LIMITED PARTNERSHIP | Private Equity Fund | $0.3M | $10.0M | 17 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| TOMBAR, TYMOTHI, OMAR | Individual | – | MANAGING DIRECTOR | 11/2014 | 25-50% |
| BROWN, JAMES, RICHARD CLIFTON | Individual | – | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | 11/2014 | 25-50% |
| HANSEN, DONALD, RAY | Individual | – | MANAGING DIRECTOR | 11/2014 | 25-50% |