ARCADIA INVESTMENT PARTNERS
ARCADIA INVESTMENT PARTNERS LLC Legal Name
Adviser information for ARCADIA INVESTMENT PARTNERS last updated from Form ADV on March 15th, 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 | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| 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 | 79 | $1.2B |
| Non-Discretionary | 28 | $28.4M |
| Total | 107 | $1.2B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 22 | $3.4M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 74 | $1.2B |
| 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 | 11 | $25.0M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 33 |
| No. of Non-U.S. Clients | 6 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | Fixed feesPerformance-based feesMANAGEMENT FEES AS % OF COMMITMENTS MANAGED |
Identifiers
| SEC RIA File Number | 801-74268 |
|---|---|
| SEC ERA File Number | 801-74268 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 161426 |
| Legal Entity Identifier | None |
Principal Office
152 WEST 57TH STREET47TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 8:30AM - 7:30PM
Tel: 212-931-5296, Fax: 646 762 9577
Websites
Chief Compliance Officer
PAULA ALLAMBY
CHIEF FINANCIAL OFFICER
152 WEST 57TH STREET
47TH FLOOR
NEW YORK
NY
United States
Tel:
212-230-9204
Fax:
646 762 9577
P*******@*********************M
(Full email address available in API data)
Regulatory Contact
JOSHUA NABATIAN
PARTNER
152 WEST 57TH STREET
47TH FLOOR
NEW YORK
NY
United States
Tel:
212 931 5312
Fax:
646 762 9577
J********@*********************M
(Full email address available in API data)
Industry Affiliates
| ARCADIA ANOMALY GENERAL PARTNER LP | Sponsor, GP, manager of pooled investment vehicles |
| ARCADIA ANOMALY MANAGERS LP | Sponsor, GP, manager of pooled investment vehicles |
| ARCADIA BEACON MANAGERS LLC | Sponsor, GP, manager of pooled investment vehicles |
| ARCADIA BRYN GENERAL PARTNER LP | Sponsor, GP, manager of pooled investment vehicles |
| ARCADIA BRYN MANAGERS LP | Sponsor, GP, manager of pooled investment vehicles |
| ARCADIA COTIVITI GENERAL PARTNER LP | Sponsor, GP, manager of pooled investment vehicles |
| ARCADIA COTIVITI MANAGERS LP | Sponsor, GP, manager of pooled investment vehicles |
| ARCADIA DELTA GENERAL PARTNER LP | Sponsor, GP, manager of pooled investment vehicles |
| ARCADIA DELTA MANAGERS LP | Sponsor, GP, manager of pooled investment vehicles |
| ARCADIA DUOS GENERAL PARTNER LP | Sponsor, GP, manager of pooled investment vehicles |
| ARCADIA DUOS MANAGERS LP | Sponsor, GP, manager of pooled investment vehicles |
| ARCADIA EOF MANAGERS LLC | Sponsor, GP, manager of pooled investment vehicles |
| ARCADIA FLASH GENERAL PARTNER LP | Sponsor, GP, manager of pooled investment vehicles |
| ARCADIA FLASH MANAGERS LP | Sponsor, GP, manager of pooled investment vehicles |
| ARCADIA HELIOS MANAGERS LLC | Sponsor, GP, manager of pooled investment vehicles |
| ARCADIA HUB GENERAL PARTNER LP | Sponsor, GP, manager of pooled investment vehicles |
| ARCADIA HUB MANAGERS LP | Sponsor, GP, manager of pooled investment vehicles |
| ARCADIA IREO MANAGERS LLC | Sponsor, GP, manager of pooled investment vehicles |
| ARCADIA KI GENERAL PARTNER LP | Sponsor, GP, manager of pooled investment vehicles |
| ARCADIA KI MANAGERS LP | Sponsor, GP, manager of pooled investment vehicles |
| ARCADIA LONGTAIL GENERAL PARTNER LP | Sponsor, GP, manager of pooled investment vehicles |
| ARCADIA LONGTAIL MANAGERS LP | Sponsor, GP, manager of pooled investment vehicles |
| ARCADIA MEXICO TOWER MANAGERS LLC | Sponsor, GP, manager of pooled investment vehicles |
| ARCADIA NYDIG GENERAL PARTNER LP | Sponsor, GP, manager of pooled investment vehicles |
| ARCADIA NYDIG MANAGERS LP | Sponsor, GP, manager of pooled investment vehicles |
| ARCADIA OAK HILL EUROPE MANAGERS LLC | Sponsor, GP, manager of pooled investment vehicles |
| ARCADIA OVATION II MANAGERS LLC | Sponsor, GP, manager of pooled investment vehicles |
| ARCADIA OZ GENERAL PARTNER LP | Sponsor, GP, manager of pooled investment vehicles |
| ARCADIA OZ MANAGERS LP | Sponsor, GP, manager of pooled investment vehicles |
| ARCADIA PACKAGING GENERAL PARTNER LP | Sponsor, GP, manager of pooled investment vehicles |
| ARCADIA PACKAGING II GNERAL PARTNER LP | Sponsor, GP, manager of pooled investment vehicles |
| ARCADIA PACKAGING II MANAGERS LP | Sponsor, GP, manager of pooled investment vehicles |
| ARCADIA PACKAGING MANAGERS LP | Sponsor, GP, manager of pooled investment vehicles |
| ARCADIA PAULSON MANAGERS LLC | Sponsor, GP, manager of pooled investment vehicles |
| ARCADIA PRIME GENERAL PARTNER LP | Sponsor, GP, manager of pooled investment vehicles |
| ARCADIA PRIME MANAGERS LP | Sponsor, GP, manager of pooled investment vehicles |
| ARCADIA PROTEA SL GENPAR LP | Sponsor, GP, manager of pooled investment vehicles |
| ARCADIA PROTEA SL MANAGERS LP | Sponsor, GP, manager of pooled investment vehicles |
| ARCADIA RAILCAR MANAGERS LLC | Sponsor, GP, manager of pooled investment vehicles |
| ARCADIA REDESIGN GENERAL PARTNER LP | Sponsor, GP, manager of pooled investment vehicles |
| ARCADIA REDESIGN MANAGERS LP | Sponsor, GP, manager of pooled investment vehicles |
| ARCADIA RESOURCES MANAGERS LLC | Sponsor, GP, manager of pooled investment vehicles |
| ARCADIA TURKEY MANAGERS LLC | Sponsor, GP, manager of pooled investment vehicles |
| ARCADIA US DATA CENTER MANAGERS LLC | Sponsor, GP, manager of pooled investment vehicles |
| ARCADIA VAULT GENERAL PARTNER LP | Sponsor, GP, manager of pooled investment vehicles |
| ARCADIA VAULT MANAGERS LP | Sponsor, GP, manager of pooled investment vehicles |
| ARCADIA VERSCEND PREF GENERAL PARTNER LP | Sponsor, GP, manager of pooled investment vehicles |
| ARCADIA VERSCEND PREF MANAGERS LP | Sponsor, GP, manager of pooled investment vehicles |
| ARCADIA VET REAL ESTATE GENERAL PARTNER LLC | Sponsor, GP, manager of pooled investment vehicles |
| ARCADIA VET REAL ESTATE MANAGERS LLC | Sponsor, GP, manager of pooled investment vehicles |
| ARCADIA WATERFALL GENERAL PARTNER LLC | Sponsor, GP, manager of pooled investment vehicles |
| ARCADIA WATERFALL MANAGERS LP | Sponsor, GP, manager of pooled investment vehicles |
| ARCADIA WILSHIRE GENERAL PARTNER LP | Sponsor, GP, manager of pooled investment vehicles |
| ARCADIA WILSHIRE MANAGERS LP | Sponsor, GP, manager of pooled investment vehicles |
| ARCADIA-OVATION MANAGERS LLC | Sponsor, GP, manager of pooled investment vehicles |
| BARADAR LLC | Sponsor, GP, manager of pooled investment vehicles |
| M TOWER MANAGERS LLC | Sponsor, GP, manager of pooled investment vehicles |
| TANTRA LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| ARCADIA 2023 REINSURANCE INVESTORS LP | Private Equity Fund | $32.8M | $0.1M | 39 |
| ARCADIA ANOMALY INVESTORS LP | Private Equity Fund | $2.4M | $0.1M | 7 |
| ARCADIA BEACON II INVESTORS LLC | Private Equity Fund | $27.8M | $0.1M | 72 |
| ARCADIA BRYN INVESTORS LP | Private Equity Fund | $4.4M | $0.1M | 29 |
| ARCADIA CANDY INVESTORS LP | Private Equity Fund | $0.8M | $0.1M | 14 |
| ARCADIA CONNECT INVESTORS LP | Private Equity Fund | $24.3M | $0.1M | 48 |
| ARCADIA COTIVITI INVESTORS LP | Private Equity Fund | $46.2M | $0.1M | 20 |
| ARCADIA CROSS LAKE III INVESTORS LP | Real Estate Fund | $8.0M | $0.1M | 28 |
| ARCADIA DELHI SECONDARY INVESTORS LLC | Real Estate Fund | $4.4M | $0.1M | 5 |
| ARCADIA DELTA INVESTORS LP | Private Equity Fund | $4.8M | $0.1M | 7 |
| ARCADIA DUOS INVESTORS LP | Private Equity Fund | $2.3M | $0.1M | 13 |
| ARCADIA EDUCATION PARTNERS (FEEDER) LP | Private Equity Fund | $0.4M | $0.1M | 5 |
| ARCADIA EDUCATION PARTNERS LP | Private Equity Fund | $14.5M | $0.1M | 69 |
| ARCADIA EMERALD INVESTORS LP | Private Equity Fund | $7.4M | $0.1M | 22 |
| ARCADIA ENVIRONMENTAL OPPORTUNITY FUND I LLC | Private Equity Fund | $0.3M | $0.1M | 21 |
| ARCADIA FLASH INVESTORS LP | Private Equity Fund | $14.9M | $0.1M | 27 |
| ARCADIA GAMETO INVESTORS LP | Private Equity Fund | $4.8M | $0.1M | 18 |
| ARCADIA HELIOS II INVESTORS LLC | Private Equity Fund | $2.5M | $0.1M | 30 |
| ARCADIA HILL HOUSE B INVESTORS LP | Private Equity Fund | $2.0M | $0.1M | 11 |
| ARCADIA HUB INVESTORS LP | Private Equity Fund | $21.4M | $0.1M | 18 |
| ARCADIA IREO CO - INVEST ONE LLC | Real Estate Fund | $1.8M | $0.1M | 24 |
| ARCADIA IREO II INVESTORS LLC | Real Estate Fund | $9.2M | $0.1M | 57 |
| ARCADIA IREO II SECONDARY INVESTORS LLC | Real Estate Fund | $4.4M | $0.1M | 19 |
| ARCADIA JUNO INVESTORS LP | Private Equity Fund | $20.8M | $0.1M | 45 |
| ARCADIA KI INVESTORS LP | Private Equity Fund | $8.6M | $0.1M | 34 |
| ARCADIA LONGTAIL II INVESTORS LP | Private Equity Fund | $15.9M | $0.1M | 1 |
| ARCADIA LONGTAIL III INVESTORS LP | Private Equity Fund | $3.9M | $0.1M | 7 |
| ARCADIA LONGTAIL INVESTORS LP | Private Equity Fund | $68.6M | $0.1M | 73 |
| ARCADIA MAUSER INVESTORS LP | Private Equity Fund | $14.0M | $0.1M | 29 |
| ARCADIA MEXICO TOWER INVESTORS LLC | Private Equity Fund | $25.6M | $0.1M | 39 |
| ARCADIA NYDIG INVESTORS LP | Private Equity Fund | $16.4M | $0.1M | 55 |
| ARCADIA OAK HILL EUROPE INVESTORS LLC | Private Equity Fund | $0.3M | $0.1M | 14 |
| ARCADIA OVATION INVESTORS II LLC | Private Equity Fund | $2.4M | $0.1M | 34 |
| ARCADIA OVATION INVESTORS SIDE FUND LLC | Private Equity Fund | $0.4M | $0.1M | 11 |
| ARCADIA OVATION INVESTORS, LLC | Private Equity Fund | $4.4M | $0.1M | 19 |
| ARCADIA OZ II INVESTORS LP | Real Estate Fund | $2.5M | $0.1M | 3 |
| ARCADIA OZ INVESTORS LP | Real Estate Fund | $20.2M | $0.1M | 33 |
| ARCADIA PACKAGING II INVESTORS LP | Private Equity Fund | $0.0M | $0.1M | 55 |
| ARCADIA PACKAGING INVESTORS LP | Private Equity Fund | $102.3M | $0.1M | 60 |
| ARCADIA PAULSON RRF II INVESTORS LLC | Real Estate Fund | $1.5M | $0.1M | 13 |
| ARCADIA PAULSON RRF INVESTORS LLC | Real Estate Fund | $0.2M | $0.1M | 8 |
| ARCADIA PRIME INVESTORS LP | Private Equity Fund | $45.0M | $0.1M | 34 |
| ARCADIA PROTEA SL II INVESTORS LP | Private Equity Fund | $18.5M | $0.1M | 33 |
| ARCADIA PROTEA SL III INVESTORS LP | Private Equity Fund | $26.5M | $0.1M | 11 |
| ARCADIA PROTEA SL INVESTORS LP | Private Equity Fund | $156.2M | $0.1M | 50 |
| ARCADIA RAILCAR INVESTORS LLC | Private Equity Fund | $4.0M | $0.1M | 18 |
| ARCADIA REDESIGN ACCELERATOR FUND LP | Private Equity Fund | $1.8M | $0.1M | 12 |
| ARCADIA REDESIGN INVESTORS LLP | Private Equity Fund | $22.5M | $0.1M | 33 |
| ARCADIA REDESIGN NEW VENTURES II INVESTORS LP | Private Equity Fund | $13.5M | $0.1M | 41 |
| ARCADIA RESOURCES II INVESTORS LLC | Private Equity Fund | $13.3M | $0.1M | 43 |
| ARCADIA RESOURCES INVESTORS LLC | Private Equity Fund | $5.0M | $0.1M | 71 |
| ARCADIA SL DEBT INVESTORS LP | Private Equity Fund | $3.3M | $0.1M | 9 |
| ARCADIA SL PREF INVESTORS LP | Private Equity Fund | $3.7M | $0.1M | 13 |
| ARCADIA SOCCER INVESTORS LP | Private Equity Fund | $2.6M | $0.1M | 12 |
| ARCADIA TERRAVET III INVESTORS LP | Real Estate Fund | $48.8M | $0.1M | 58 |
| ARCADIA TESSERA INVESTORS LP | Private Equity Fund | $4.1M | $0.1M | 21 |
| ARCADIA THERABODY INVESTORS LP | Private Equity Fund | $1.7M | $0.1M | 5 |
| ARCADIA TOPGUN INVESTORS LP | Private Equity Fund | $2.5M | $0.1M | 38 |
| ARCADIA TURKEY INVESTORS I LLC | Private Equity Fund | $9.5M | $0.1M | 22 |
| ARCADIA TURKEY INVESTORS II LLC | Private Equity Fund | $18.1M | $0.1M | 28 |
| ARCADIA US DATA CENTER C INVESTORS LP | Private Equity Fund | $6.7M | $0.1M | 33 |
| ARCADIA US DATA CENTER INVESTORS LLC | Private Equity Fund | $33.3M | $0.1M | 69 |
| ARCADIA VAULT INVESTORS LP | Private Equity Fund | $2.6M | $0.1M | 11 |
| ARCADIA VERSCEND PREF INVESTORS LP | Private Equity Fund | $25.8M | $0.1M | 65 |
| ARCADIA VET REAL ESTATE INVESTORS LP | Real Estate Fund | $1.3M | $0.1M | 53 |
| ARCADIA WATERFALL INVESTORS LP | Private Equity Fund | $11.8M | $0.1M | 20 |
| ARCADIA WILSHIRE INVESTORS LP | Private Equity Fund | $34.2M | $0.1M | 75 |
| COMMUNICATION IP VII LLC | Private Equity Fund | $0.0M | $0.1M | 6 |
| HUMBLE INVESTORS LLC | Real Estate Fund | $2.1M | $0.1M | 6 |
| M TOWER INVESTORS LLC | Private Equity Fund | $18.6M | $0.1M | 41 |
| PEAK6 HILL HOUSE HOME INVESTORS LP | Real Estate Fund | $1.7M | $0.1M | 1 |
| SL RIVIERA II INVESTORS LP | Private Equity Fund | $36.1M | $0.1M | 25 |
| SL RIVIERA INVESTORS 2021 LP | Private Equity Fund | $85.5M | $0.1M | 31 |
| TELECOM INVESTORS LLC | Private Equity Fund | $0.1M | $0.1M | 20 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ALLAMBY, PAULA, S | Individual | – | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | 02/2021 | < 5% |
| MOALEMZADEH, KAMMY, MALEK | Individual | – | MANAGING PARTNER | 03/2001 | > 75% |