A
$58.8M Total AUM
$58.8M Disc. AUM
-- 3Y CAGR
1 Employees
33 ADV. Clients
21 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Pathway pathwayFrontier wave
- Established Date
- 04-13-2005
- Office Locations
- 1
Office Locations
2680 Bayshore Parkway Suite 307 Mountain View CA
About Ardent Capital
Ardent Capital is a Mountain View, CA registered investment adviser serving retail and institutional clients. The firm provides portfolio management and asset-allocation guidance with a focus on risk management, fixed income, emerging markets, and socially responsible investing, using ETFs and mutual funds. Founder-led by Portfolio Manager/President Mark G. Lim Liu; custodied at Schwab.
Team overview
52 AVG AGE
$58.8M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
21.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
Premium access reveals conviction themes in optima matrix peak.
See the complete signal summary connected to pathway.
Upgrade to reveal position-level detail across glacier zenith.
Premium access reveals conviction themes in beacon foundation.
Upgrade to reveal position-level detail across glacier delta.
Request access to benchmark trends tied to vertex signal.
Open the full profile to inspect shifts in element signal.
Full visibility includes strategy notes for horizon frontier.
Asset Classes
Focus pathway
Custodian
Eagle North timber Meridian horizon
Investment Themes
Horizon Crest capital Ridge Unison
Investment Vehicles
Zenith
Services
Timber zenith
Technology
Delta momentum Fusion
Owner & Executives
MARK G LIM LIU
Portfolio Manager, President
- CRD
- #2588570
- Ownership
- 75% or more
(326) 524-2833
vector.alpha@vertexcapital.com
in linkedin.com/in/optima-ridge
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $58,800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $58,800,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $58,800,000
Equity - OTC:
27.4% Cash:
26.6% Equity - Exchange:
32.5% U.S. Government/Agency:
13.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $949,519,459 | 27.4% |
| Cash | $921,796,263 | 26.6% |
| Equity - Exchange | $1,126,254,833 | 32.5% |
| U.S. Government/Agency | $467,828,931 | 13.5% |
| Total | $3,465,399,486 | 100.0% |