Archean Capital Partners Ii, L.L.C. (Newtown Square)


Archean Capital Partners Ii, L.L.C. is a related adviser based in Newtown Square. It manages $282.3 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of New York and Pennsylvania.

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Archean Capital Partners Ii, L.L.C provides portfolio management for pooled investment vehicles and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Archean Capital Partners Ii, L.L.C: assets under management

The assets under management (AUM) of Archean Capital Partners Ii, L.L.C. is $282.3 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $282.3 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $141.15 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Archean Capital Partners Ii, L.L.C. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Archean Capital Partners Ii, L.L.C serves?

The only and largest group of clients of Archean Capital Partners Ii, L.L.C is pooled investment vehicles with 2 clients and $282.3 million of assets under management. Among the 8 most similar advisory firms, Archean Capital Partners Ii, L.L.C has the 2nd highest percentage of pooled investment vehicles out of all clients.


The amount of regulatory assets under management is $282.3 million for 2 clients. None of the firm’s clients are foreign persons or businesses.

Archean Capital Partners Ii, L.L.C also advises several private funds. Namely, two private equity funds. The minimum investment commitment required of non-related persons ranges from $1,000,000 to $10,000,000.

Careers at Archean Capital Partners Ii, L.L.C.

The company employs 12 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Veritable Lp Joint venture partner 1 Aug 2018 50% - 75% 130758
Moelis Asset Management Lp Joint venture partner 1 Aug 2018 50% - 75% 37-1748521
Christopher Regis Ryan Management committee member 1 Aug 2018 Other 1581034
Charles Paxson Keates Chief compliance officer & management committee member 1 Aug 2018 Other 4478687
Marie Bober Senior compliance officer 1 Aug 2018 Other 6163098
Robert Martin Lazaroff Investment committee member 1 Aug 2018 Other 6679942
Christopher Alan Keller Investment committee member 1 Aug 2018 Other 6178369

Indirect Owners

The SEC currently registers 6 indirect owners.

Name Entity Date acquired Ownership Employer ID
Moelis & Company Manager Llc Member 1 Jun 2007 Other 26-0360603
Kenneth David Moelis Member 1 Jun 2007 25% - 50% 1015047
Inc. Affiliated Managers Group Partner 1 Mar 2011 75% - 100% 04-3218510
Moelis & Company Holdings Gp Llc General partner 1 Jul 2011 Other 45-2485605
Lp Amg Wealth Partners Member 1 Mar 2012 75% - 100% 45-1211980
Llc Squam Acquisition Lp Partner 1 Jun 2012 50% - 75% 45-1211980

Based in Newtown Square

The principal office where Archean Capital Partners Ii, L.L.C. performs its advisory services is located at Veritable Lp, Newtown Square, PA 19073, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-640-9551 or by fax 610-640-9554. The normal business hours are 8:30am - 5:30pm on Monday - Friday. You can find more information about the New York firm at veritablelp.com/.