Investment adviser · CRD 108264

ARDENT CAPITAL MANAGEMENT, INC.

Investment adviser filing (IA)

CINCINNATI, OH, United States · Form ADV filed Jul 29, 2026

Regulatory AUM
$327M
Form ADV · Item 5.F
Client accounts
305
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
2
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals63$280,300,40185.7%
Retirement plans5$27,126,8548.3%
Individuals43$18,248,0205.6%
CharitiesFewer than 5$1,340,1390.4%
Filing source

Form ADV 2122862 · Jul 29, 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

4 Private funds

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

ACM OPPORTUNITY FUND LLCHedge Fund · Last reported Mar 28, 2025$1.6MGross asset value

Form D fundraising filings

ACM Opportunity Fund, LLC

Fund administrator NAV CONSULTING, INC. OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP CHICAGO, Illinois, United States
Custodian LASALLE ST SECURITIES, L.L.C. ELMHURST, Illinois, United States Related to adviser: No
Prime broker LASALLE ST SECURITIES, L.L.C. ELMHURST, Illinois, United States
Prime broker WELLS FARGO SECURITIES, 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

RSM US LLP
PCAOB 49

LASALLE ST SECURITIES, L.L.C.
SEC 8-18860

LASALLE ST SECURITIES, L.L.C.
CRD 7191 · SEC 8-18860

WELLS FARGO SECURITIES, LLC
CRD 126292 · SEC 8-65876

Fund details & source
Fund ID
805-1665684247
Reported beneficial owners
5
Minimum commitment
$50K
Form D file number
021-357008

Form ADV 1958124 · Mar 28, 2025 · 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.

LIBERTY EQUITY PARTNERS I, LLCPrivate Equity Fund · Last reported Mar 28, 2013$350KGross asset value
Fund administrator ZIMMERMAN & CO., CPAS CINCINNATI, Ohio, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Custodian US BANK, NA CINCINNATI, Ohio, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-3749201686
Reported beneficial owners
2
Minimum commitment
$25K
Form D file number
021-119141

Form ADV 698354 · Mar 28, 2013 · 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.

LIBERTY EQUITY PARTNERS, LLCPrivate Equity Fund · Last reported Mar 28, 2013$300KGross asset value
Fund administrator ZIMMERMAN & CO., CPAS CINCINNATI, Ohio, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Custodian US BANK, NA CINCINNATI, Ohio, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-5661245539
Reported beneficial owners
4
Minimum commitment
$25K

Form ADV 698354 · Mar 28, 2013 · 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.

WINSTON WADE CAPITAL FUNDHedge Fund · Last reported Oct 5, 2012$0Gross asset value
Fund administrator WOODFIELD FUND ADMINISTRATION LLC ROLLING MEADOWS, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor HENNEKES CPA SERVICES CINCINNATI, Ohio, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-7641562216
Reported beneficial owners
0
Minimum commitment
$250K

Form ADV 672705 · Oct 5, 2012 · 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: Jul 29, 2026. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

7864 CAMARGO RD, SUITE 100
CINCINNATI, OH, 45243, United States

CRD 108264

Filing source

Form ADV 2122862 · Jul 29, 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.