Arlington Partners LLC
Firm details
- Headquarters
- Birmingham, Alabama
- CRD number
- 109335
- Registered since
- February 8, 2000
- Website
- arlington.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles73.82%
- Investment Companies26.18%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Arlington Partners LLC is a privately held investment manager organized as a limited liability company and registered with the SEC since 2000. The firm operates as a capital allocator to institutional clients and runs a mix of pooled vehicles and private funds spanning hedge, private equity and real estate strategies. Its advisory work explicitly includes portfolio management for investment companies and other pooled vehicles, as well as selecting sub-advisers. Compensation typically combines a percentage of assets under management with performance-based fees. Arlington identifies as an active manager of alternative strategies rather than an ESG-focused investor. The firm has received industry recognition, including a mention among "Top RIA Firms" by FA Magazine in 2020 and a Citywire nod in 2021 (listed under "50 Growers Across America").
Assets & Accounts
Public Holdings
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 3
Emily Vanlandingham
Chief Operating OfficerCRD 5770656
William Levant
Chief Investment StrategistCRD 5502071
Kenneth Polk
Founder & CEOCRD 2558321
Contacts
3 of 6Richard Pearson
Associate General CounselCRD 7886982
Stephen Rowe
President & General CounselCRD 6745764
Jordan Cherry
Investment DirectorCRD 5976058
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$35.1M in ETFs
98%
$34.4M
0%
$773K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $21.2M | 298,007 | 60.44% |
Location
Birmingham, AL
Jefferson
Location
Birmingham, AL
Headquartered in Birmingham, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.
- Metro area
- Birmingham-Hoover-Talladega, AL
- Region
- South
- County
- Jefferson
- Address
- The John Hand Morris Ave
- Time zone
- CT (UTC-6)
- Office locations
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