Arbion Limited

RIASEC RegisteredEst. 2011
Total AUM
$2.2B
Discretionary
$1.9B
86% of AUM
Avg account
$12.1M
Accounts
185
Employees
32
Advisory reps
10

Firm details

Headquarters
London,
CRD number
155663
Registered since
July 22, 2011
Website
arbion.com
Custodians
HSBC, CREDIT SUISSE
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI70.56%
  • Corporations / Businesses18.13%
  • Pooled Investment Vehicles7.21%
  • Other4.1%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Arbion Limited is an independent registered investment adviser organized as a corporation and SEC-registered since 2011. The firm describes itself as a capital allocator serving both individual/family and institutional clients. Its advisory activity centers on portfolio management for individuals and small businesses as well as for pooled investment vehicles. Compensation includes a percentage-of-AUM component and performance-based fees, and the firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 51%, Exchange Traded Equities 18%, Investment Grade Corp Bonds 17%, Non-Investment Grade Corp Bonds 6%, Cash & Cash Equivalents 3%, Sovereign Bonds 2%, US Government Bonds 1%51%
  • Private Funds51%
  • Exchange Traded Equities18%
  • Investment Grade Corp Bonds17%
  • Non-Investment Grade Corp Bonds6%
  • Cash & Cash Equivalents3%

Owners & executives

3 of 3
  • Kirin Ohbi

    Kirin Ohbi

    Chief Operating Officer & General CounselCRD 7720041

  • Marco Pabst

    Marco Pabst

    Partner, Chief Investment OfficerCRD 7720040

  • Carnegie Smyth

    Carnegie Smyth

    Chief Executive Officer and PartnerCRD 6756906

Contacts

3 of 7
  • Greg Malone

    Greg Malone

    PartnerCRD 7650881

  • Luigi Bellini

    PartnerCRD 8055948

  • Christopher Stone

    Head of EquitiesCRD 8056089

Unlock 4 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
One Connaught Pl
Office locations

Similar firms

FEG Investment Services, LLC

RIA

Cincinnati, OH

AUM $2.2BTEAM 13REPS 5

EIV Capital, LLC

RIA

Houston, TX

AUM $2.2BTEAM 44REPS 6

Churchill Pcif Advisor LLC

RIA

New York, NY

AUM $2.2BTEAM 206REPS 4

Ccmp Capital

RIA

New York, NY

AUM $2.2BTEAM 13REPS 6

Newsouth Capital Management Inc

RIA

Memphis, TN

AUM $2.2BTEAM 11REPS 9

Koss-Olinger Consulting, LLC

RIA

Gainesville, FL

AUM $2.2BTEAM 30REPS 19

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth