Viden Arbor Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$204,062,635
Clients
21
52% high-net worth
Advisors
1
of 1 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
21
Very LowAverage account size
$9,717,268
About
Viden Arbor Capital, LLC provides discretionary investment advisory services to retail clients, with a focus on individual and high‑net‑worth investors, and also offers consulting engagements in which clients implement recommendations themselves. The firm requires a minimum portfolio value for managed accounts (the requirement is negotiable) and monitors agreed asset allocation targets on an ongoing basis.
Accounts are managed on a discretionary basis and the firm charges asset‑based investment management fees in addition to custodial and product expenses; financial professionals are paid based on the revenue they generate and the time and complexity of services provided. The brochure notes that advisers may invest in the same securities as clients and that the firm supervises these activities through a compliance program and a Code of Conduct.
The firm’s disclosure also describes commonly owned or affiliated entities and material outside business activities that can generate additional compensation; in Viden Arbor’s case these activities include serving as a private fund adviser and fund sponsor/syndicator and participating in commodity trading roles such as a commodity pool operator or trading advisor. With roughly $204 million in assets under management across a small client base (21 clients), the firm’s scale together with affiliated fund and commodity activities may introduce conflicts of interest that the firm says it discloses and seeks to manage.
Client services
Portfolio management
Consulting
Expertise
Private / alternative investments
Options & derivatives strategies
Concentrated stock management
Retirement income strategy
Wealth management
Occupation focus
Founder/Business Owner
Fee options
1.00% annually
Negotiated hourly rate for consulting services
Account minimum: $1,000,000
Main office location
Viden Arbor Capital
Plymouth MI, United States
Number of offices
2
Most active in
Viden Arbor Capital has reported serving >5 clients in these states in the last 12 months.
Michigan · Puerto Rico · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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