# Arden Global Family Offices

> Arden Global Family Offices is an SEC-registered investment advisory firm, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 10, 2026.

- CRD: 337412
- Filed as: ARDEN GLOBAL FAMILY OFFICES
- Legal name: Ardenwood Advisors, LLC
- Also doing business as: ARDEN GLOBAL FAMILY OFFICES
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: July 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/337412
- AdvisorCensus page: https://advisorcensus.com/firm/arden-global-family-offices-337412

## Quick answers

**How is Arden Global Family Offices compensated?**
On its Form ADV (Item 5.E, October 2026), Arden Global Family Offices reports these compensation arrangements: a percentage of assets under its management; subscription fees (for a newsletter or periodical); fixed fees (other than subscription fees); performance-based fees.

**How much does Arden Global Family Offices charge?**
Its Form ADV Part 2A brochure dated July 10, 2026 states: Flat fee: up to $100,000 (Standalone Administrative Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Arden Global Family Offices registered with the SEC or a state?**
Arden Global Family Offices is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 337412.

**How much does Arden Global Family Offices manage?**
Arden Global Family Offices reports $146,025,615 in regulatory assets under management in its Form ADV filing dated July 10, 2026 (85% discretionary).

**How have Arden Global Family Offices' assets and staff changed since 2025?**
In the Form ADV data for Arden Global Family Offices: Regulatory assets under management: $0 in the October 2025 data and $146,025,615 in the October 2026 data. Total employees: 2 in October 2025 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Arden Global Family Offices serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (7); pooled investment vehicles (other than investment companies and business development companies) (2); corporations or other businesses not listed above (2).

**Which custodians does Arden Global Family Offices use?**
Arden Global Family Offices' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and UBS Financial Services Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Arden Global Family Offices report any disciplinary disclosures?**
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/337412

**What changed in Arden Global Family Offices' recent Form ADV filings?**
In the August 2026 filing data: Employees performing advisory functions went from 1 to 2. Regulatory assets under management went from $107,056,681 to $146,025,615 (+36%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated July 10, 2026)

- Flat fee: up to $100,000 (Standalone Administrative Services)

> Our Standalone Administrative Service fee will be a fixed fee. Fees will vary depending on client situation, level of work, assets, and specific family circumstances. The maximum fixed fee that our clients will be charged for Administrative Services will not exceed $100,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- UBS Financial Services Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $146,025,615
- Discretionary: $123,951,782
- Non-discretionary: $22,073,833

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 7 | $85,776,583 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $8,670,080 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 1 | $5,656,831 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 2 | $45,922,121 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- awadvisor.com
- LinkedIn @ardenwood-advisors
- X @ARDENGFO

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 2 | July 28, 2025 |
| October 2026 | $146,025,615 | 3 | July 10, 2026 |

Regulatory assets under management: $0 in the October 2025 data and $146,025,615 in the October 2026 data.
Total employees: 2 in October 2025 and 3 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Employees performing advisory functions went from 1 to 2.
- Regulatory assets under management went from $107,056,681 to $146,025,615 (+36%).

### January 2026
- Regulatory assets under management went from $89,865,992 to $103,556,811 (+15%).
- Added the business name Arden Global Family Offices.
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Regulatory assets under management went from $0 to $89,865,992.
- Changed its legal name from Arden Global Family Offices LLC to Ardenwood Advisors, LLC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Arden Global Family Offices (CRD 337412): Form ADV filing data as of October 2026.