Investment adviser · CRD 293551

ALDEN CAPITAL

Investment adviser filing (IA)

ALDEN CAPITAL MANAGEMENT INC.

WAYNE, PA, United States · Form ADV filed Sep 2, 2026

Regulatory AUM: $1.52B
Client accounts: 2,551
Employees: 23
Advisory professionals: 19

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Individuals	2,321	$748,693,549	49.4%
Other clients	47	$691,618,576	45.7%
High-net-worth individuals	183	$58,958,608	3.9%
Pooled investment vehicles	1	$15,759,910	1.0%

Filing source

Form ADV 2130476 · Sep 2, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

COMMUNITY FINANCIAL INSTITUTIONS FUNDHedge Fund · Last reported Sep 2, 2026$15.8MGross asset value

Form D fundraising filings

Bluestone Financial Institutions Fund, LP

Fund administrator NAV CONSULTING, INC. OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor SPICER JEFFRIES, LLP GREENWOOD VILLAGE, Colorado, United States

Custodian TD SECURITIES (USA) LLC NEW YORK, New York, United States Related to adviser: No

Prime broker TD SECURITIES (USA) LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

SPICER JEFFRIES, LLP
PCAOB 349

TD SECURITIES (USA) LLC
SEC 8-36747

TD SECURITIES (USA) LLC
CRD 18476 · SEC 8-36747

Fund details & source

Fund ID: 805-4678268307
Reported beneficial owners: 39
Minimum commitment: $250K
Form D file number: 021-235527

Form ADV 2130476 · Sep 2, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Sep 2, 2026. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

37 WEST AVE, SUITE 301
WAYNE, PA, 19087, United States

CRD 293551

Filing source

Form ADV 2130476 · Sep 2, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.