ARBORETUM INVESTMENT ADVISORS, LLC

Overview

Arboretum Investment Advisors, LLC operates as a small, institutionally focused advisor that concentrates on managing pooled investment vehicles. The firm’s advisory work is centered on portfolio management for commingled funds, and it serves in sponsor, general partner and managing member roles for those vehicles. That structure points to a hands-on approach to fund construction and governance rather than a traditional retail advisory practice. The firm uses a mixed fee model — percentage of assets under management plus fixed fees — which aligns with institutional mandates and pooled vehicle economics. Arboretum is not positioned as an ESG-focused allocator, and it does not identify as a multi-state adviser or pension consultant. Registered with the SEC in 2016, the adviser is organized as a limited liability company and reports a domestic ownership structure.

Assets & Accounts

Investments & Alternatives

Location & Offices