ARLON ADVISOR LLC

RIASEC RegisteredEst. 2012
Total AUM
$1B
Discretionary
$1B
100% of AUM
Avg account
$50.3M
Accounts
20
Employees
60
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
160635
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Arlon Advisor LLC is an SEC-registered investment adviser (since 2012) organized as an LLC and structured as a private equity fund that also operates as an independent RIA. The firm positions itself as a capital allocator serving institutional clients and focuses on portfolio management for pooled investment vehicles. It sponsors and acts as general partner/managing member for pooled vehicles, which indicates it both manages funds and retains an active governance role on the GP side. Fee arrangements include asset-based fees, performance-based fees and other fee components. Arlon is not identified as an active ESG investor, and it does not report multi-state adviser status or pension consulting activity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 5
  • JENNIFER BANNER

    Vice PresidentCRD 8124831

  • SUSAN MCINTYRE

    Compliance AdministratorCRD 7039634

  • JONATHAN JACOBS

    Deputy General CounselCRD 4284400

Unlock 2 more contacts

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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, 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
NEW YORK
Address
767 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth