Arque & Co Incororated (El Segundo)


Arque & Co Incororated is a pension cosultant based in El Segundo. It manages $11.59 million of regulatory assets for 37 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of California.

Arque & Co Incororated provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Arque & Co Incororated: assets under management

The assets under management (AUM) of Arque & Co Incororated is $11.59 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $10.11 million in discretionary accounts and $1.48 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.26 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $50.95 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Arque & Co Incororated for their services and products based on a percentage of assets under management. 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.

Careers at Arque & Co Incororated

David George Bullock has served as the Chief Investment Officer since 1 May 2005. Llc Arque Orion Japan Partners joined the executive team most recently as the Private Equity Fund.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Michael Cheng Ning President & ceo 1 Mar 2001 75% - 100% 1229733
Audrey Mari Kuwabara Vice president 1 Mar 2001 Other 5007219
David George Bullock Chief investment officer 1 May 2005 Other 2550140
Richard David Staves Chief financial officer 1 May 2005 Other 1879748
Ltd. Arque Orion Winter Skies Holding company 1 Nov 2005 75% - 100% 20-4040617
Llc Arque Orion Japan Partners Private equity fund 1 Oct 2006 Other 20-5779152

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Michael Cheng Ning President & ceo 1 Nov 2005 75% - 100% 1229733
Michael Cheng Ning Member 1 Jan 2006 50% - 75% 1229733

Based in El Segundo

The principal office where Arque & Co Incororated performs its advisory services is located at 1960 East Grand Avenue, El Segundo, CA 90245, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-968-3288. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at www.arqueco.com.