ARBOR INVESTMENTS MANAGEMENT, LLC

RIASEC RegisteredEst. 2012
Total AUM
$3.5B
Discretionary
$3.5B
100% of AUM
Avg account
$316M
Accounts
11
Employees
29
Advisory reps
6

Firm details

Headquarters
PALM BEACH, Florida
CRD number
157442
Registered since
March 28, 2012
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

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Overview

Arbor Investments Management, LLC is a private equity manager registered with the SEC in 2012 and organized as an LLC under individual ownership. The firm focuses on pooled investment vehicles, serving institutional clients and acting in sponsor and general partner capacities for its funds. Arbor reports it is not a capital allocator in the sense of a pure fund-of-funds manager; instead it runs and advises private funds directly. Its fee arrangements include percentage-of-AUM pricing along with performance-based fees and other fee components. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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

Owners & executives

3 of 4
  • ANDREW PERLMAN

    General Counsel & Chief Compliance OfficerCRD 7842874

  • JOHN JORDAN

    Chief Operating OfficerCRD 7885186

  • JAMES FREEMAN

    Partner & Chief Financial OfficerCRD 3146076

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Contacts

2 of 2
  • JASON BOOTH

    Partner, General CounselCRD 6174625

  • CARL ALLEGRETTI

    PresidentCRD 7528225

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

PALM BEACH, FL

PALM BEACH

Location

PALM BEACH, FL

Headquartered in PALM BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
PALM BEACH
Address
209 Phipps Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth