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 limited liability company that operates as a hedge fund and is SEC-registered since 2011. The firm serves both individual/family clients and institutional investors, offering portfolio management across separately managed accounts and pooled investment vehicles. Its advisory scope includes portfolio management for individuals and small businesses, for pooled investment vehicles, and for businesses or institutions. Compensation combines an asset-based percentage fee with performance-based fees. Arbiter Partners is not identified as an active ESG investor and is not listed as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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: 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

    Partner, Chief Operating Officer & Chief Compliance OfficerCRD 5884109

Contacts

3 of 3
  • ROSS LEVIN

    Director of ResearchCRD 4672712

  • PAUL ISAAC

    ManagerCRD 831464

  • MATTHEW HANKIN

    PartnerCRD 4832470

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth