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CRD#: 283558
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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

ARDEA PARTNERS LP is located at 32 Nassau Street Suite 300, Princeton, NJ 08542 and was first established at Woodbridge, Delaware in 02/17/2016. After operating for 9 years, ARDEA PARTNERS LP has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of ARDEA PARTNERS LP’s clients are individuals and 0% of their clients are high net worth individuals. ARDEA PARTNERS LP has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at ARDEA PARTNERS LP are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access ARDEA PARTNERS LP‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at ARDEA PARTNERS LP. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for ARDEA PARTNERS LP Comes From

Understanding the Statistics for ARDEA PARTNERS LP and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
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Clients
Total
No Information
Individuals
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HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
32 Nassau Street Suite 300, Princeton, NJ 08542
Mailing Address
10 Hudson Yards 40th Floor, New York, NY 10001
Firm Size
Small
Phone Number
(212) 430-2300
Established
Delaware since 02/17/2016
Firm Type
Other Types of Legal Formation
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
ARDEA HOLDINGS LPSHAREHOLDER
COLE, CHRISTOPHER ALFREDPARTNER, CHAIRMAN1721589
DEL FAVERO, JAMESPARTNER1750524
LIPSTEIN, KEVIN SCOTTFINOP/CFO5880781
ROSS, IVANPARTNER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER2631534
TRUESDALE, DONALD JAMESPARTNER, CHIEF EXECUTIVE OFFICER2172140

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Advisor's working at ARDEA PARTNERS LP

JS

Jeffrey Steven Schackner

RR
CRD#: 1546422
Location:
New York, NY 10001
Company:
ARDEA PARTNERS LP
Disclosures:
Experience:
28 years
View Profile
AA

Advaith Reddy Anakala

RR
CRD#: 7919605
Location:
New York, NY 10001
Company:
ARDEA PARTNERS LP
Disclosures:
Experience:
1 year
View Profile
CC

Christopher Alfred Cole

RR
CRD#: 1721589
Location:
Princeton, NJ 08542
Company:
ARDEA PARTNERS LP
Disclosures:
Experience:
38 years
View Profile
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