Arbiter Partners

RIASEC RegisteredEst. 2011
Total AUM
$1.3B
Discretionary
$886M
71% of AUM
Avg account
$62.5M
Accounts
20
Employees
12
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
156290
Registered since
February 22, 2011
Custodians
DEUTSCHE BANK SECURITIES INC., GLOBAL FUND CUSTODY, GOLDMAN SACHS & CO. LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles46.03%
  • HNWI33.88%
  • Charitable Organizations12.1%
  • Other Investment Advisers8%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Arbiter Partners is a privately owned LLC that operates as a hedge fund manager and registered investment adviser since 2011. The firm serves both high-net-worth individuals and families as well as institutional clients, offering portfolio management across individual accounts, pooled investment vehicles, and mandates for businesses or institutions. Its compensation combines a percentage-of-assets fee with performance-based fees, consistent with a hedge-fund style structure. Arbiter does not identify as an active ESG investor and is not organized as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 68%, Private Funds 31%, Cash & Cash Equivalents 1%68%
  • Exchange Traded Equities68%
  • Private Funds31%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Joshua Musher

    Joshua Musher

    Partner, Chief Operating Officer & Chief Compliance OfficerCRD 5884109

Contacts

3 of 3
  • Ross Levin

    Director of ResearchCRD 4672712

  • Paul Isaac

    Paul Isaac

    ManagerCRD 831464

  • Matthew Hankin

    PartnerCRD 4832470

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
530 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth