← Tributary

ARCADIA FUNDS

BURLINGTON, MA · CRD 166087 · IAPD ↗ · 781.418.1049

$192.8MRegulatory AUM
8Advisory reps
9Employees
0Clients
0Planning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
April 2024 — ARCADIA FUNDS reported RAUM down 36% ($364.5M -> $233.2M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.