Arnhold LLC

RIASEC RegisteredEst. 2017
Total AUM
$6.4B
Discretionary
$6.4B
100% of AUM
Avg account
$60.8M
Accounts
106
Employees
13
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
290117
Registered since
November 24, 2017
Custodians
BANK OF AMERICA
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles48.69%
  • HNWI30.48%
  • Charitable Organizations20.67%
  • Individuals0.16%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Arnhold LLC is an SEC-registered hedge fund organized as an LLC and first registered in 2017. The firm operates as an investment manager and sponsor/GP of pooled vehicles, and it is also identified as a commodity pool operator/commodity trading advisor (CPO/CTA). Its client base spans high-net-worth individuals and families as well as institutional investors. Advisory capabilities include portfolio management for individuals and small businesses, management of pooled investment vehicles, portfolio management for businesses and institutions, and the selection of other advisers. The firm charges both a percentage-of-assets fee and performance-based fees and reports an active ESG investing stance. Arnhold is described as a manager rather than a pure capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 75%, Cash & Cash Equivalents 11%, Public Funds/Mutual Funds 10%, Exchange Traded Equities 4%75%
  • Private Funds75%
  • Cash & Cash Equivalents11%
  • Public Funds/Mutual Funds10%
  • Exchange Traded Equities4%

Owners & executives

1 of 1
  • John Arnhold

    CEOCRD 1012444

Contacts

3 of 3
  • Christa Dorrego

    Managing DirectorCRD 2281187

  • Timothy Tabor

    Managing DirectorCRD 1079602

  • Mark Goldstein

    Mark Goldstein

    General CounselCRD 3063669

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 5

Active vs passive

$288M in ETFs

Passive

100%

$287M

Active

0%

$864K

ETFProviderStyleCategoryValueShares% of portfolio
SPDR GOLD TRUST (GLD)State StreetPassiveCommodities Focused$145M392,90850.26%

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
1370 Avenue Of The Americas
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth