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ARCADIA INVESTMENT PARTNERS
Legal name: ARCADIA INVESTMENT PARTNERS LLC
CRD 161426File 801-74268
APPROVED
Retail clients
Custody
Filing as of Mar 3, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.37B
Above cohort median (national)
Discretionary AUM
$1.35B
Non-discretionary $26.2M
Clients
107
107 accounts
Employees
8
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Mar 30, 2012
- Principal office
- 152 WEST 57TH STREET, 47TH FLOOR, NEW YORK, NY, 10019
- Phone
- 212-931-5296
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.37B
- Discretionary AUM
- $1.35B
- Non-discretionary AUM
- $26.2M
- Discretionary accounts
- 74
- Non-discretionary accounts
- 33
- Total accounts
- 107
- AUM per client
- $12.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 11 | $24.9M |
| High net worth individuals | 22 | $1.3M |
| Pooled investment vehicles | 74 | $1.35B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — MANAGEMENT FEES AS % OF COMMITMENTS MANAGED
- Performance-based fees
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 106 | 107 | increased by1 |
| Apr 1, 2026 | AUM | $1,322,428,551 | $1,371,538,606 | increased by$49,110,055 |
| Apr 1, 2026 | Accounts | 106 | 107 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 8 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 97 | 106 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,603,445,702 | $1,322,428,551 | decreased by$281,017,151 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 97 | 106 | increased by9 |
| May 1, 2022 | Clients | 100 | 97 | decreased by3 |
| May 1, 2022 | AUM | $1,635,867,330 | $1,603,445,702 | decreased by$32,421,628 |
| May 1, 2022 | Accounts | 100 | 97 | decreased by3 |
| Apr 1, 2022 | Clients | 93 | 100 | increased by7 |
| Apr 1, 2022 | AUM | $1,230,284,261 | $1,635,867,330 | increased by$405,583,069 |
| Apr 1, 2022 | Accounts | 93 | 100 | increased by7 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ARCADIA INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ARCADIA INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.