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 Aug 17, 2026

Regulatory AUM

$1.37B

Above cohort median (national)

Discretionary AUM

$1.35B

Non-discretionary $26.2M

Clients

107

107 accounts

Employees

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
Website: https://www.arcadiainvestments.com

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.