Armadale Asset Management LLC

Armadale Asset Management is a single-advisor, state-registered investment adviser that provides discretionary portfolio management, ongoing financial planning, and model portfolio recommendations. Its client types listed in the brochure emphasize high-net-worth individuals, trusts, charitable entities and corporations or other business entities rather than small retail individual accounts.

The firm follows a bottom-up, private-equity-style approach to public markets, focusing primarily on U.S. small- and mid-cap equities where it seeks mispriced opportunities around corporate catalysts, and it constructs relatively concentrated portfolios tailored to each client’s objectives and risk tolerance. It also offers a REIT-focused dividend-growth strategy and can provide customized wealth-management solutions that may include ETFs, mutual funds, and, with client consent, options, short positions or leverage.

Armadale is distinctive among solo independent advisers in maintaining an affiliated investment vehicle — an entity that serves as general partner of Armadale Fund LP used to manage personal capital and to test strategies — and in providing model portfolios to other advisers and family offices. The brochure also notes that the firm reports client returns in quarterly reports and explicitly includes corporations and business entities among its client types, features that are less common for firms of its size and structure.