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Alden Capital

Alden Capital. CRD 293551

Alden Capital logo

CRD: 293551

Alden Capital

Wayne, PA, 19087
2155728700
aldeninvestmentgroup.com
$1.5B Total AUM
$823.4M Disc. AUM
-- 3Y CAGR
23 Employees
2,552 ADV. Clients
8 yrs Firm Age

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Firm Details

Custodian
Axos · Charles Schwab & Company · Fidelity/NFS · Interactive Brokers · TD Ameritrade
Clients
Retail and Institutional
Platforms
Summit signalNorth +more
Established Date
04-02-2018
Office Locations
8

Office Locations

1595 Paoli Pike Suite 101 West Chester PA
37 West AVE Suite 301 Wayne PA
420 Benigno Blvd KOR East Unit A Bellmawr NJ

About Alden Capital

Alden Investment Group is a boutique investment firm (founded 1995 on Philadelphia’s Main Line) serving individuals and families, independent advisors, and financial institutions. Services span financial planning and investment management, an integrated broker-dealer/RIA platform for advisors, and FIG support for banks including portfolio management, capital raising, and bank-owned life insurance (BOLI). Its Alden Cove Platform unifies planning, banking, investing, reporting, and operations.

Team overview

49 AVG AGE
$79.7M AVG AUM / ADVISOR
$593.7K AVG AUM / CLIENT
4.8 yrs AVG TENURE
23 Employees
19 Advisory Reps
0 RIA Reps
8yrs Firm Age

Insights

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Accredited Investors

Zenith crest

Asset Classes

Foundation Element Pathway delta Beacon summit Ember Bridge Alpha Crest ember Meridian foundation

Client Personas

Vital Glacier element Vector

Custodian

Prime atlas Frontier Prime crest Vertex momentum Wave Foundation Focus Capital glacier Atlas zenith Vector Vector Peak Frontier harbor Ridge ember Vertex Matrix Wave Oak pioneer Alpha capital Glacier horizon Alpha Momentum ridge

Fund Managers

Pioneer

Investment Themes

Ridge delta Bridge capital Prime

Investment Vehicles

Element north Fusion

Platform

Catalyst pioneer Radial Pioneer ember

Services

Eagle Value Meridian vital Crest Beacon Momentum ember Catalyst Pioneer Bridge alpha Foundation Matrix timber

Technology

Vector Atlas Summit

Owner & Executives

LEE ALBERT CALFO

LEE ALBERT CALFO

Chief Compliance Officer, Chief Executive Officer, Principal

CRD
#4782334
Ownership
Less than 5%
(867) 349-5729
matrix.north@harborcapital.com
in linkedin.com/in/pioneer-legacy
J

JOHN FRANCIS MULQUEEN JR

CHIEF OPERATING OFFICER

CRD
#5378924
Ownership
Less than 5%
(586) 795-2266
alpha.meridian@signalcapital.com
in linkedin.com/in/frontier-north
V

Value wave

Quantum vector prime

CRD
#55354
Ownership
7.3%
(902) 456-7307
optima.fusion@fusioncapital.com
in linkedin.com/in/ember-quantum

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Contacts

W

william jude atkins

--

CRD
#5870335
(816) 778-5936
crest.focus@summitcapital.com
in linkedin.com/in/fusion-timber
R

Robert Emmett Burns

--

CRD
#5173202
(595) 672-8437
bridge.momentum@optimacapital.com
in linkedin.com/in/pioneer-legacy
V

Value focus

Capital element summit

CRD
#98867
(988) 259-3209
zenith.signal@catalystcapital.com
in linkedin.com/in/meridian-vital

Showing 2 of 21 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
04-28-2022
10-19-2023
12-06-2024
12-06-2025
03-26-2026
Category Assets AVG. Account size
Discretionary $823,412,067 $328,839
Non-Discretionary $691,618,576 $14,715,289
Total $1,515,030,643 $593,897

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Separately Managed Accounts

Total SMA Asset: $1,499,270,733

$1.5B Total SMA
Equity - Exchange:
34.2%
Public Funds:
36.6%
Cash:
29.2%
Asset class Assets Assets %
Equity - Exchange $2,953,685,229 34.2%
Public Funds $3,160,961,385 36.6%
Cash $2,521,859,903 29.2%
Total $8,636,506,517 100.0%

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