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ARCH GLOBAL ADVISORS, LLC

CRD 297397File 801-113519
APPROVED
Retail clients
Filing as of Jun 16, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$230.9M
Below cohort median (national)
Discretionary AUM
$230.9M
Clients
442
815 accounts
Employees
16
Below cohort median in NY

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
NYRO
Registration date
Jul 2, 2018
Principal office
215 LEXINGTON AVENUE, SUITE 17B, NEW YORK, NY, 10016
Phone
(212) 991-8807

Assets & accounts

ADV Item 5F
Total regulatory AUM
$230.9M
Discretionary AUM
$230.9M
Non-discretionary AUM
$0
Discretionary accounts
815
Non-discretionary accounts
0
Total accounts
815
AUM per client
$522K

Clients by type

ADV Item 5D
Client typeClientsAUM
Other8$5.2M
Charitable organizations6$1.3M
High net worth individuals132$143.6M
Pension and profit sharing plans26$27.6M
Individuals (other than high net worth individuals)270$53.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Selection of other advisers
  • Portfolio management for other
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
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

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

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees916increased by7
Apr 1, 2026Clients244442increased by198
Apr 1, 2026AUM$144,750,085$230,913,938increased by$86,163,853
Apr 1, 2026Accounts507815increased by308
Dec 1, 2025
vs May 1, 2025
Employees109decreased by1
May 1, 2025
vs Oct 1, 2022
Employees610increased by4
May 1, 2025
vs Oct 1, 2022
Clients158244increased by86
May 1, 2025
vs Oct 1, 2022
AUM$104,593,471$144,750,085increased by$40,156,614
May 1, 2025
vs Oct 1, 2022
Accounts346507increased by161
Apr 1, 2022Clients132158increased by26
Apr 1, 2022AUM$75,793,119$104,593,471increased by$28,800,352
Apr 1, 2022Accounts314346increased by32
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “ARCH GLOBAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ARCH GLOBAL” 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.