Arbor Capital Management, LLC

RIAState Registered
Total AUM
$12M
Discretionary
$12M
100% of AUM
Avg account
$12M
Accounts
1
Employees
2
Advisory reps
2

Firm details

Headquarters
San Mateo, California
CRD number
135450
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Arbor Capital Management, LLC is a California-based limited liability company that operates as a hedge fund manager focused on pooled investment vehicles. The firm serves institutional clients and provides portfolio management for at least one pooled vehicle. Its ownership structure includes both a domestic entity and individual stakeholders. Fees are charged on a percentage-of-assets basis and may include other fee elements. Arbor does not identify itself as an active ESG investor and is not structured as a multi-state adviser.

Assets & Accounts

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

Contacts

2 of 2
  • Carter Bick

    Carter Bick

    Founding PartnerCRD 1832439

  • Jeffrey Adams

    Jeffrey Adams

    General PartnerCRD 2376436

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Mateo, CA

San Mateo

Location

San Mateo, CA

Headquartered in San Mateo, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Mateo
Address
155 Bovet Rd
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth