|
⚲
|
| Arbion Limited
✚
| |
|---|---|
| CRD # | 155663 |
| SEC # | 801-72568 |
| CIK # | |
| AUM | $2.1 BB (2024-03-30) |
| Employees | 26 (69% Investors, 0% Brokers) |
| Phone | 4402072986060 |
| Address | One Connaught Place London, United Kingdom |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 90 | 1.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 5 | 0.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 44 | 0.4 |
| (n) Other | 15 | 0.1 |
| Total | 185 | 2.1 |
| By Discretionary | ||
| Discretionary | 137 | 1.8 |
| Non-Discretionary | 48 | 0.3 |
| Total | 185 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.9 | |
| United States Persons | 0.2 | |
| Total | 185 | 2.1 |
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|---|---|---|
|
Tributary Capital Management LLC
✚
|
NE | 2.1 |
|
Santander Securities LLC
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MA | 2.1 |
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CA | 2.1 |
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PR | 2.1 |
|
Stegner Investment Associates Inc
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KY | 2.1 |
|
The Patriot Financial Group Insurance Agency LLC
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|
MA | 2.1 |
|
RTD Financial Advisors Inc
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PA | 2.1 |
|
Capstone Financial Advisors Inc
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|
IL | 2.1 |
|
Wealthsource Partners LLC
✚
|
CA | 2.1 |