Arcadius Capital Partners Inc. (Calgary, Alberta)

Name: Arcadius Capital Partners Inc.
Address: Suite 1800, Bow Valley Square Iii, Calgary, Alberta, T2 P 3 G6
Telephone: (403) 261-4239

Arcadius Capital Partners Inc. is a large advisory firm based in Calgary, Alberta. It manages $277.23 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of Texas.

Arcadius Capital Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Arcadius Capital Partners: assets under management

The assets under management (AUM) of Arcadius Capital Partners Inc. is $277.23 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 78% since the beginning of its operation, and $89.72 million of the total AUM is attributable to clients outside of the United States.

The firm manages $277.23 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $138.61 million each.

Arcadius Capital Partners has custody of $277.23 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Arcadius Capital Partners Inc. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Arcadius Capital Partners serves?

The only and largest group of clients of Arcadius Capital Partners is pooled investment vehicles with 2 clients and $277.23 million of assets under management. Among the 8 most similar advisory firms, Arcadius Capital Partners has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $277.23 million for 2 clients. 50% of the firm’s clients are foreign persons or businesses.

Arcadius Capital Partners also advises several private funds. Namely, two private equity funds. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.

Careers at Arcadius Capital Partners Inc.

The company employs 4 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Tymothi Omar Tombar	Managing director	1 Nov 2014	25% - 50%	2526760
James Richard Clifton Brown	Managing director	1 Nov 2014	25% - 50%	4635178
Donald Ray Hansen	Managing director and chief compliance officer	1 Nov 2014	25% - 50%	236187

Based in Calgary, Alberta

The principal office where Arcadius Capital Partners Inc. performs its advisory services is located at Suite 1800, Bow Valley Square Iii, Calgary, Alberta, T2 P 3 G6, which is also the mailing address of the firm. An additional office of the firm is in Houston, TX. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (403) 261-4239 or by fax (403) 218-6797. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at arcadiuscapital.com.