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Arcap Partners LLC

Arcap Partners LLC. CRD 313006

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CRD: 313006

Arcap Partners LLC

Plainview, NY, 11803
5167295251
arcapfo.com
$40.5M Total AUM
$40.5M Disc. AUM
-- 3Y CAGR
3 Employees
34 ADV. Clients
4 yrs Firm Age

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Firm Details

Custodian
Interactive Brokers
Clients
Retail
Platforms
Harbor radialNorth
Established Date
02-07-2022
Office Locations
3

Office Locations

160 Terminal Drive Plainview NY
-- -- --
-- -- NY

About Arcap Partners LLC

ARCAP Partners LLC (Plainview, NY) provides high-touch financial planning for a deliberately limited client base, helping families simplify complex financial and personal decisions. Services include comprehensive tax and legacy planning, succession planning, creditor protection, and guidance around corporate transactions and restructurings. Client portfolios are implemented primarily with ETFs, custodying assets at Interactive Brokers.

Team overview

63 AVG AGE
$20.2M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
3.4 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age

Insights

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Asset Classes

Legacy value Capital Quantum Crest Frontier

Client Personas

Value peak Quantum meridian

Custodian

Focus radial

Investment Themes

Horizon zenith Catalyst Frontier focus Zenith radial

Investment Vehicles

Pioneer vital Matrix ridge Momentum

Services

Harbor delta Peak glacier Atlas Glacier harbor Oak ridge Insight prime Legacy crest Radial delta Unison beacon

Technology

Focus Wave meridian

Owner & Executives

HARRY ARMON

HARRY ARMON

Managing Member, Partner, President

CRD
#4520862
Ownership
75% or more
(535) 795-1857
vector.eagle@legacycapital.com
in linkedin.com/in/pioneer-pathway
ERIC DAVID DIECKHOFF

ERIC DAVID DIECKHOFF

Chief Compliance Officer, Financial Professional, VICE PRESIDENT

CRD
#5096593
Ownership
Less than 5%
(355) 342-3244
meridian.quantum@fusioncapital.com
in linkedin.com/in/legacy-optima

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Contacts

H

Harry Armon

Founding Partner

CRD
--
(456) 218-7275
pathway.focus@vitalcapital.com
in linkedin.com/in/ridge-bridge
E

Eric Dieckhoff

Financial Professional

CRD
--
(894) 214-8945
capital.ridge@harborcapital.com
in linkedin.com/in/alpha-glacier
V

Vector foundation

Frontier eagle

CRD
#99653
(277) 905-8615
legacy.zenith@northcapital.com
in linkedin.com/in/vertex-horizon

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $40,451,597 --
Non-Discretionary $0 --
Total $40,451,597 --

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Separately Managed Accounts

Total SMA Asset: $40,451,597

$40.5M Total SMA
Equity - Exchange:
44.3%
Public Funds:
42.0%
Cash:
13.7%
Asset class Assets Assets %
Equity - Exchange $1,267,137,423 44.3%
Public Funds $1,201,349,250 42.0%
Cash $391,868,683 13.7%
Total $2,860,355,356 100.0%

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