Arbor Capital Management Corp

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Assets, Funds, Holdings

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Arbor Capital Management Corp
CRD #106461
SEC #801-47941
CIK #0001055977
AUM
Employees 7 (71% Investors, 0% Brokers)
Phone716-446-9111
Address100 Corporate Pkwy
Amherst, NY 14226
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
110088066044022002001200920172025
Sector Form 13F Holdings Value ($M)
Johnson & Johnson 11.9
Alphabet Inc 11.7
General Electric Co 11.0
Exxon Mobil Corp 8.6
Microsoft Corp 8.4
Honeywell International Inc 7.5
J P Morgan Chase & Co 7.5
Lowes Companies Inc 7.3
UnitedHealth Group Inc 7.0
CVS Caremark Corp 6.9
View All
Holdings by Sector ($M)
1400112084056028002012201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 139 320.9
(b) Individuals (high net worth individuals) 109 137.9
(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 0 0.0
(g) Pension and profit sharing plans 0 15.7
(h) Charitable organizations 11 24.7
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 6 434.7
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.3
(n) Other 0 0.0
Total 386 934.2
By Discretionary
Discretionary 349 402.9
Non-Discretionary 37 531.3
Total 386 934.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 934.2
Total 386 934.2
EDGAR Form CIK 2011 - 2025
13F-HR [0001055977]
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