ARIMATHEA

Adviser information for ARIMATHEA last updated from Form ADV on February 29th, 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 Wyoming, United States

Employees

Total Number of Employees 1
Investment Advisory/Research 1
Registered Broker-Dealer Representatives 1
Registered State Investment Advisers 1
Licensed Agents of an Insurance Company 1
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 0 $0
Non-Discretionary 0 $0
Total 0 $0

Clients

Type Number RAUM
Individuals <5 $0
HNW Individuals <5 $0
Banking or thrift institutions <5 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans <5 $0
Charitable organizations <5 $0
State or municipal gov entities <5 $0
Other investment advisers <5 $0
Insurance companies <5 $0
Sovereign wealth funds and foreign official institutions <5 $0
Corporations or other businesses <5 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation % of AUMHourly charges

Wrap Fee Program

Offers Wrap Fee Program Yes
Acting As RAUM
Sponsor 0
Portfolio Manager 0
Both for Same 0
Portfolio Manager to Program Sponsor
ARIMATHEA ARIMATHEA

Identifiers

SEC RIA File Number 801-129748
SEC ERA File Number 801-129748
SEC CIK Numbers None
SEC CRD Numbers 330140
Legal Entity Identifier None

Principal Office

201 E. SANDPOINTE AVE, STE 460
SOUTH COAST METRO
CA
United States
Monday - Friday, 8AM-5PM
Tel: 707-813-7070, Fax: None

Chief Compliance Officer

DANIEL CATONE
CEO
243 E. 2ND STREET
POWELL
WY
United States
Tel: 707-813-7070
(Full email address available in API data)

Regulatory Contact

PATRICK CATONE
243 E. 2ND STREET
POWELL
WY
United States
Tel: 7143227410
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
CATONE, DANIEL, ROBERT Individual PRESIDENT AND CCO 01/2024 > 75%

No. Employees, Historic

1050202420251 on 2/22/20241 on 2/29/2024

RAUM, Historic

000202420250 on 2/22/20240 on 2/29/2024