Arnhold LLC

RIASEC Registered
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 a hedge-fund–structured investment adviser organized as an LLC that is registered with the SEC (registered in 2017). The firm operates as a commodity pool operator/commodity trading adviser (CPO/CTA) and provides portfolio management across client types, including individuals and families as well as institutional investors. Its advisory services cover separately managed accounts and pooled vehicles, and the firm also performs selection-of-other-advisers duties and serves as sponsor, general partner, or managing member of pooled investment vehicles. Compensation mixes a percentage-of-AUM charge with performance-based fees. Arnhold reports an active ESG investing approach. Ownership is described as a mix of domestic entity and individual ownership. The firm is not positioned as a capital allocator in the sense of directing third‑party allocations on a broad scale.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 7

Active vs passive

$299M in ETFs

Passive

100%

$297M

Active

0%

$1.2M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR GOLD TRUST (GLD)State StreetPassiveCommodities Focused$145M380,40848.52%

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