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 multifaceted investment manager that allocates capital across pooled vehicles and manages investment companies on behalf of institutional clients. The firm is SEC-registered (registration year 2000) and describes itself as a manager of hedge, private equity and real estate strategies while also acting as a sponsor and general partner of pooled investment vehicles. Ownership is listed as a combination of a domestic entity and an individual. Arlington acts as a capital allocator and engages in selection of other advisers; its fee mix includes both a percentage of AUM and performance-based fees. The firm does not identify as an active ESG investor. Industry recognitions include mentions by FA Magazine (Top RIA Firms, 2020) and Citywire (50 Growers Across America, 2021).
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
William Levant
Chief Investment StrategistCRD 5502071

Kenneth Polk
Founder & CEOCRD 2558321

Emily Vanlandingham
Chief Operating OfficerCRD 5770656
Contacts
3 of 6Stephen Rowe
President & General CounselCRD 6745764
Jordan Cherry
Investment DirectorCRD 5976058

John Lueken
PresidentCRD 4837159
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$60.3M in ETFs
100%
$60.3M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) | Vanguard | Passive | Foreign Large Blend | $31.4M | 444,349 | 52.00% |
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
Similar firms
Oneascent Financial Services LLC
RIABirmingham, AL
Johnson Sterling, Inc.
RIABirmingham, AL
Southern Financial Group, LLC
RIABirmingham, AL
Stonex Advisors Inc.
RIABirmingham, AL
Eversource Wealth Advisors, LLC
RIABirmingham, AL
Anderson Growth Partners, LLC
RIABirmingham, AL