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Aurdan Capital Management, LLC
Aurdan Capital Management, LLC is an independent, employee-owned SEC-registered investment adviser headquartered in Wayne, Pennsylvania. Founded in 2024, the firm focuses on delivering comprehensive wealth planning and investment management services to individuals, families, retirement plans, and non-profits. Aurdan Capital emphasizes a client-centric approach, fiduciary responsibility, and open-architecture investment solutions for clients with financial complexity who require personalized attention. The firm employs 6 staff members, half of whom are directly involved in investment activities.
Investment Strategy
Aurdan Capital Management utilizes an open architecture investment platform to provide comprehensive, personalized wealth planning and investment strategies. The firm's approach is client-centric, emphasizing fiduciary responsibility and tailoring portfolio solutions based on in-depth analysis of clients’ financial goals, risk tolerance, and long-term objectives. Aurdan serves clients overlooked by major brokerage houses, offering holistic services that include asset allocation, tax optimization, estate planning, risk management, and collaboration with tax and legal professionals. Their strategy typically includes both passive and active investment components, diversified across asset classes to manage risk and pursue steady, long-term growth.
Latest 13F Filing Activity
Aurdan Capital Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 87 equity positions with a total 13F market value of $294M. The fund increased holdings in Vanguard Scottsdale FDS, Ishares TR, Vanguard Specialized Funds among other positions. Aurdan Capital Management, LLC reduced exposure to Unitedhealth Group Inc., Amgen Inc., Marsh & Mclennan Cos Inc. among others.
Top Holdings
Equity Positions (87)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IUSG | ISHARES TR | 14.71% | $43.2M | 287,044 | $138.59 | $150.40 | +$6.8M |
I IVV | ISHARES TR | 10.07% | $29.6M | 47,604 | $580.05 | $620.90 | +$3.2M |
V VIG | VANGUARD SPECIALIZED FUNDS | 9.28% | $27.2M | 133,018 | $196.09 | $204.67 | +$6.0M |
V VXF | VANGUARD INDEX FDS | 4.59% | $13.5M | 69,870 | $188.70 | $192.71 | +$2.2M |
V VGIT | VANGUARD SCOTTSDALE FDS | 3.66% | $10.7M | 179,614 | $59.81 | $59.81 | +$10.7M |
Industry Allocation
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