← Directory
ALDEN CAPITAL
Legal name: ALDEN CAPITAL MANAGEMENT INC.
CRD 293551File 801-116941
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.52B
Above cohort median (national)
Discretionary AUM
$823.4M
Non-discretionary $691.6M
Clients
2,505
2,551 accounts
Employees
23
Above cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jul 9, 2019
- Principal office
- 37 WEST AVE, SUITE 301, WAYNE, PA, 19087
- Phone
- (215) 572-8700
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.52B
- Discretionary AUM
- $823.4M
- Non-discretionary AUM
- $691.6M
- Discretionary accounts
- 2,504
- Non-discretionary accounts
- 47
- Total accounts
- 2,551
- AUM per client
- $605K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 183 | $59.0M |
| Pooled investment vehicles | 1 | $15.8M |
| Individuals (other than high net worth individuals) | 2,321 | $748.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D1
- Q11D2
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 2552 | 2505 |
| 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.