Ardan Equity Partners, Llc
- Regulatory AUM
- $441M
- Discretionary
- $441M
- Clients
- 11
- Avg AUM / client
- $40.1M
- Accounts
- 11
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 11 | $441M | 100.0% |
Private funds (10)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $154M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Ardan Tacopps I, Llc | Private Equity Fund | Delaware | $50.2M | 1 |
| Ardan Investment Co. Vi, Llc | Private Equity Fund | Delaware | $41.5M | 5 |
| Ardan Investment Co. Iii, Llc | Private Equity Fund | Delaware | $33.9M | 2 |
| Ardan Investment Co. V, Llc | Private Equity Fund | Delaware | $11.0M | 8 |
| Ardan Investment Co. Iv, Llc | Private Equity Fund | Delaware | $8.1M | 19 |
| Ardan Investment Co. Ii, Llc | Private Equity Fund | Delaware | $4.8M | 2 |
| Ardan Maverick, Llc | Private Equity Fund | Delaware | $2.6M | 17 |
| Ardan Investment Co. Iii Aep, Llc | Private Equity Fund | Delaware | $1.2M | 6 |
| Ardan Investment Co. V B, Llc | Private Equity Fund | Delaware | $1.1M | 1 |
| Ardan Investment Co. I, Llc | Private Equity Fund | Delaware | $35.5K | 2 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lewis, Noah | Managing Partner / Chief Compliance Officer | May 2018 (8y) | ≈ 37.5% – 75% via Noah Lewis Revocable Trust | |
| Weintraub, Michael | Managing Partner | Apr 2019 (7y) | ≈ 37.5% – 75% via Michael Weintraub 2007 Revocable Trust |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Michael Weintraub 2007 Revocable Trust | Managing Member | May 2018 | A | 50% – 75% |
| Noah Lewis Revocable Trust | Managing Member | May 2018 | A | 50% – 75% |
Estimated effective ownership (look-through of filed bands):
- Lewis, Noah: 75% – 100% of Noah Lewis Revocable Trust × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Weintraub, Michael: 75% – 100% of Michael Weintraub 2007 Revocable Trust × 50% – 75% direct ≈ 37.5% – 75% of the firm
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 (10, $154M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Ardan Tacopps I, Llc | Private Equity Fund | $50.2M | $0 | 1 |
| Ardan Investment Co. Vi, Llc | Private Equity Fund | $41.5M | $0 | 5 |
| Ardan Investment Co. Iii, Llc | Private Equity Fund | $33.9M | $0 | 2 |
| Ardan Investment Co. V, Llc | Private Equity Fund | $11.0M | $0 | 8 |
| Ardan Investment Co. Iv, Llc | Private Equity Fund | $8.1M | $0 | 19 |
| Ardan Investment Co. Ii, Llc | Private Equity Fund | $4.8M | $0 | 2 |
| Ardan Maverick, Llc | Private Equity Fund | $2.6M | $0 | 17 |
| Ardan Investment Co. Iii Aep, Llc | Private Equity Fund | $1.2M | $0 | 6 |
| Ardan Investment Co. V B, Llc | Private Equity Fund | $1.1M | $0 | 1 |
| Ardan Investment Co. I, Llc | Private Equity Fund | $35.5K | $0 | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/05/2026 | 3.49 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
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: May 05, 2026.
View current Form ADV (SEC/IAPD) ↗