Overview
Assets Under Management: $331 million
Headquarters: WARWICK, RI
High-Net-Worth Clients: 78
Average Client Assets: $3 million
Frequently Asked Questions
ARLEN CAPITAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #118113), ARLEN CAPITAL, LLC is subject to fiduciary duty under federal law.
ARLEN CAPITAL, LLC is headquartered in WARWICK, RI.
ARLEN CAPITAL, LLC serves 78 high-net-worth clients according to their SEC filing dated February 25, 2025. View client details ↓
According to their SEC Form ADV, ARLEN CAPITAL, LLC offers portfolio management for individuals and selection of other advisors. View all service details ↓
ARLEN CAPITAL, LLC manages $331 million in client assets according to their SEC filing dated February 25, 2025.
According to their SEC Form ADV, ARLEN CAPITAL, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 78
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.88
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 691
Discretionary Accounts: 688
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 118113
Last Filing Date: 2025-02-25 00:00:00
Website: https://arlen-capital.com