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ARDENWOOD ADVISORS, LLC, CRD 337412
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| Flora Dong | n/a | PALO ALTO, CA | 1 | 27 | 3 | yes |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| DONG, FLORA | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | yes | 07/2025 | Jul 10, 2026 | Jul 10, 2026 |
| BURNS, PATRICK, JOSEPH | GENERAL COUNSEL | Na | no | 07/2025 | Jul 10, 2026 | Jul 10, 2026 |
| WANG, XIAOTONG | Member | Na | no | 06/2025 | Jul 10, 2026 | Jul 10, 2026 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 17, 2026 | $107M | $103M | 2 | 1 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 1 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $146M | n/a | n/a | n/a | n/a | 3 | n/a | 0 | n/a |