AUMdb

Arcadia Funds, Llc

SEC-registered Private Fund Manager · Small ($100M–$1B) CRD 166087 · SEC file 801-106734 · Burlington, MA · WWW.ARCADIAFUNDS.COM
☆ Save with Pro ADV data as of Mar 26, 2026
Regulatory AUM
$193M
Discretionary
$193M
Clients
5
Avg AUM / client
$38.6M
Accounts
5
Employees
9

AUM over time

$190M $1.7B
Sep 29, 2015 Mar 26, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 26, 2026

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 5 $193M 100.0%

Private funds (5)

Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $344M combined gross assets

FundTypeDomicileGross assetsOwners
Cirrix Investments, Llc master Hedge Fund Delaware $219M 4
Cirrix Capital, L.P. feeder Hedge Fund Delaware $111M 25
Sali Multi Series Fund L.P. Hedge Fund Delaware $10.1M 1
Arcadia Funds Specialty Finance Partners, L.P. Securitized Asset Fund Delaware $3.7M 2
Cirrix Capital Te, L.P. feeder Hedge Fund Delaware $132K 2

People (4)

NameRole / titleCredentialsWith firm sinceOwnership
Green, Jonathan, Bregstone Member Jun 2012 (14y) 10% – 25%
Hallowell, Andrew, Welch Managing Member Jun 2012 (14y) 25% – 50%
Stookey, Anson, Greene Phelps Member Jun 2012 (14y) 10% – 25%
Clark, Brent, Rogers Chief Compliance Officer Oct 2024 (2y) 25% – 50%

Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (5, $344M gross assets)

FundTypeGross assetsMin. investmentOwners
Cirrix Investments, Llc Hedge Fund $219M $500K 4
Cirrix Capital, L.P. Hedge Fund $111M $500K 25
Sali Multi Series Fund L.P. Hedge Fund $10.1M $10.0M 1
Arcadia Funds Specialty Finance Partners, L.P. Securitized Asset Fund $3.7M $1.0M 2
Cirrix Capital Te, L.P. Hedge Fund $132K $500K 2

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/26/2026 1.49 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Performance-based fees

Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses/institutional clients

Custody

Firm reports having custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.

View current Form ADV (SEC/IAPD) ↗