ARBOR INVESTMENTS MANAGEMENT, LLC
Firm details
- Headquarters
- PALM BEACH, Florida
- CRD number
- 157442
- Registered since
- March 28, 2012
- Website
- www.arborpic.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4ANDREW PERLMAN
General Counsel & Chief Compliance OfficerCRD 7842874
JOHN JORDAN
Chief Operating OfficerCRD 7885186
JAMES FREEMAN
Partner & Chief Financial OfficerCRD 3146076
Contacts
2 of 2JASON BOOTH
Partner, General CounselCRD 6174625
CARL ALLEGRETTI
PresidentCRD 7528225
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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