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 a limited liability company that operates as a hedge fund and is SEC-registered since 2017. The firm serves both individual/family and institutional clients, charging a mix of asset-based and performance fees. It performs multiple advisory roles including portfolio management for individuals, pooled vehicles and institutions, selection of external advisers, and also acts as a sponsor/GP/managing member of pooled investment vehicles. The firm is registered as a CPO/CTA and identifies as an active ESG investor.

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

1 of 1
  • JOHN ARNHOLD

    CEOCRD 1012444

Contacts

3 of 3
  • CHRISTA DORREGO

    Managing DirectorCRD 2281187

  • TIMOTHY TABOR

    Managing DirectorCRD 1079602

  • 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

$336M in ETFs

Passive

100%

$336M

Active

0%

$673K

ETFProviderStyleCategoryValueShares% of portfolio
SPDR GOLD TRUST (GLD)State StreetPassiveCommodities Focused$169M392,90850.24%

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