$130.2M Total AUM
$130.2M Disc. AUM
-- 3Y CAGR
2 Employees
30 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company · TD Ameritrade · Trade-PMR
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-30-2008
- Office Locations
- 1
Office Locations
-- NEW York NY
About Arbus Capital Management, LLC
Arbus Capital Management is a New York–based RIA providing investment management and advice, from ongoing portfolio oversight to one-off 401(k) allocation questions. Led by founder Arden Rodgers, CFA, the firm builds diversified portfolios using public funds, ETFs and fixed income and offers client-facing portfolio risk analysis via Riskalyze. Works with retail and institutional clients; custody includes Schwab.
Team overview
-- AVG AGE
$130.2M AVG AUM / ADVISOR
$4.3M AVG AUM / CLIENT
5.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
0 RIA Reps
17yrs Firm Age
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
Available
Services
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Technology
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Owner & Executives
ARDEN LAMONT RODGERS
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #5608200
- Ownership
- 75% or more
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $130,185,093 | $743,915 |
| Non-Discretionary | $0 | -- |
| Total | $130,185,093 | $743,915 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available U.S. Government/Agency:
Available Equity - Exchange:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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