Updated:
ARD Advisory Services
ARD ADVISORY SERVICES, LLC is an SEC-registered investment adviser in Dublin, OH. The firm manages approximately $60 million in regulatory assets.
ARD Advisory Services
ARD ADVISORY SERVICES, LLC is an SEC-registered investment adviser in Dublin, OH. The firm manages approximately $60 million in regulatory assets. It has 3 employees and 1 investment adviser.
General information
Firm type
Single Family Office
Frequently asked questions
Who runs investment decisions at ARD Advisory Services?
ARD Advisory Services is a family office where investment decisions are made by the family principals and a small team of advisors. The firm does not publicly disclose the names of its investment professionals.
How does ARD Advisory Services source proprietary deal flow?
The family office sources deal flow through the principals' extended professional network, including former business associates, real estate brokers, and legal advisors. It focuses on proprietary middle-market opportunities that may not be widely marketed.
Is ARD Advisory Services structured as a single family office or does it operate more like a venture firm?
ARD Advisory Services is structured as a single-family office, not a venture capital or private equity firm. It invests on behalf of a single family and does not raise external capital from limited partners.
Does ARD Advisory Services participate in fund commitments or only direct deals?
The family office primarily makes direct co-investments in middle-market companies and real estate. While it may occasionally commit to select private equity funds, direct control investments are the core of its strategy.
What investment stages does ARD Advisory Services typically target?
ARD Advisory Services targets control or significant minority stakes in mature, privately held middle-market companies. It does not typically invest in venture-stage or early-stage businesses.
Which sectors does ARD Advisory Services explicitly avoid?
The firm does not publicly disclose sector exclusions. Based on its stated focus, it likely avoids early-stage technology, venture capital, and start-up investments.
Where does the underlying wealth come from?
The wealth underlying ARD Advisory Services was generated through private business ownership and real estate development by the family principals. Specific sources are not publicly disclosed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: