{
  "crd_number": 312470,
  "slug": "ardan-equity-partners-llc-west-palm-beach-fl-312470",
  "primary_business_name": "ARDAN EQUITY PARTNERS, LLC",
  "legal_name": "ARDAN EQUITY PARTNERS, LLC",
  "dbas": [
    "ARDAN",
    "ARDAN EQUITY"
  ],
  "city": "West Palm Beach",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-07-26",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-05-05",
  "carried_forward": false,
  "raum_total": 441361766.0,
  "raum_discretionary": 441361766.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 6,
  "advisory_employees": 6,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 441361766.0,
      "count": 11
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL"
  ],
  "websites": [
    "https://ardanadvisory.com",
    "https://ardanequity.com",
    "https://linkedin.com/company/ardanequity",
    "https://twitter.com/ardanequity"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/312470",
  "city_as_filed": "WEST PALM BEACH",
  "url": "https://advisorcensus.com/firm/ardan-equity-partners-llc-west-palm-beach-fl-312470",
  "display_name": "Ardan Equity Partners, LLC",
  "summary": "Ardan Equity Partners, LLC is an SEC-registered investment advisory firm in West Palm Beach, FL, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 5, 2026.",
  "citation": "AdvisorCensus. Ardan Equity Partners, LLC (CRD 312470): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Ardan Equity Partners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Ardan Equity Partners, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "Where is Ardan Equity Partners, LLC located?",
      "a": "Ardan Equity Partners, LLC's principal office is in West Palm Beach, FL, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Ardan Equity Partners, LLC registered with the SEC or a state?",
      "a": "Ardan Equity Partners, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 312470."
    },
    {
      "q": "How much does Ardan Equity Partners, LLC manage?",
      "a": "Ardan Equity Partners, LLC reports $441,361,766 in regulatory assets under management in its Form ADV filing dated May 5, 2026 (100% discretionary)."
    },
    {
      "q": "How have Ardan Equity Partners, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Ardan Equity Partners, LLC: Regulatory assets under management: $160,271,243 in the October 2024 data and $441,361,766 in the October 2026 data, up 175%. Total employees: 3 in October 2024 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Ardan Equity Partners, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (11)."
    },
    {
      "q": "Does Ardan Equity Partners, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/312470"
    },
    {
      "q": "Does Ardan Equity Partners, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated May 5, 2026 says: \"Minimum investment commitments are generally $250 thousand dollars for Fund investors. The Managing Member of each Fund has in the past and may in the future, in its sole discretion, permit investments below the minimum amounts set forth in the Governing Documents of such Fund.\""
    },
    {
      "q": "What changed in Ardan Equity Partners, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 5 to 6. Regulatory assets under management went from $254,034,136 to $441,361,766 (+74%). Added an office in Key Biscayne, FL."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2021-02-26"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 160271243.0,
      "total_employees": 3,
      "filing_date": "2024-07-08"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 254034136.0,
      "total_employees": 5,
      "filing_date": "2025-05-09"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 441361766.0,
      "total_employees": 6,
      "filing_date": "2026-05-05"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 5 to 6.",
        "Regulatory assets under management went from $254,034,136 to $441,361,766 (+74%).",
        "Added an office in Key Biscayne, FL."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated May 5, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$250,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $250,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Minimum investment commitments are generally $250 thousand dollars for Fund investors. The Managing Member of each Fund has in the past and may in the future, in its sole discretion, permit investments below the minimum amounts set forth in the Governing Documents of such Fund."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 250000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Minimum investment commitments are generally $250 thousand dollars for Fund investors. The Managing Member of each Fund has in the past and may in the future, in its sole discretion, permit investments below the minimum amounts set forth in the Governing Documents of such Fund."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/ardan-equity-partners-llc-west-palm-beach-fl-312470.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 11,
      "fewer_than_5": false,
      "raum": 441361766.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/312470",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}