ARBOR CAPITAL MANAGEMENT, LLC

RIASEC 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 organized as an LLC and operates as a hedge-fund manager focused on portfolio management for pooled investment vehicles. Its stated client base is institutional investors and its fee schedule includes a percentage-of-AUM component plus other, unspecified fees. The firm is identified as a domestic entity with individual ownership characteristics. FINTRX notes the firm's SEC registration year is not provided; it is not flagged as a multi-state adviser, an active ESG investor, a pension consultant, or a related adviser.

Assets & Accounts

Investments & Alternatives

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
  • JEFFREY ADAMS

    General PartnerCRD 2376436

  • CARTER BICK

    Founding PartnerCRD 1832439

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth