ARBOUR LANE CAPITAL MANAGEMENT LP

RIASEC RegisteredEst. 2018
Total AUM
$7.3B
Discretionary
$7.2B
99% of AUM
Avg account
$486M
Accounts
15
Employees
30
Advisory reps
5

Firm details

Headquarters
STAMFORD, Connecticut
CRD number
298198
Registered since
January 1, 2018
Custodians
STATE STREET BANK AND TRUST COMPANY
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles99.08%
  • Other0.92%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Arbour Lane Capital Management LP is a limited partnership registered with the SEC in 2018 that functions as a multifaceted fund manager. The firm runs pooled investment vehicles — primarily private funds — and serves an institutional client base. It acts as portfolio manager and also sponsors or serves as general partner/managing member of its pooled vehicles rather than operating principally as a third‑party capital allocator. Fee arrangements combine a percentage of assets under management with performance‑based fees, which is consistent with the firm’s emphasis on private fund strategies. The firm does not position itself as an active ESG investor and does not report multi‑state adviser status.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 79%, Non-Exchange Traded Equities 16%, Cash & Cash Equivalents 5%79%
  • Other79%
  • Non-Exchange Traded Equities16%
  • Cash & Cash Equivalents5%

Owners & executives

3 of 3
  • ROBERT FRANZ

    Member, Chief Investment OfficerCRD 2965870

  • MATTHEW PEREGOLISE

    Chief Financial OfficerCRD 7896154

  • MARISA KODES

    Chief Compliance OfficerCRD 7244525

Contacts

2 of 2
  • DAN GALANTER

    Member and Manager CRD 2790589

  • KENNETH HOFFMAN

    Co-founder, Director of ResearchCRD 3132897

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

STAMFORD, CT

FAIRFIELD

Location

STAMFORD, CT

Headquartered in STAMFORD, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
700 Canal St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth