Arbor Investments Management LLC

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Assets, Funds, Holdings

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Arbor Investments Management LLC
CRD #157442
SEC #801-73487
CIK #
AUM $3.1 BB (2024-03-21)
Employees 25 (96% Investors, 0% Brokers)
Phone312-981-3770
Address209 Phipps Plaza
Palm Beach, FL 33480
Source [IAPD] [Website] [LinkedIn] [Instagram]
Total AUM ($BB)
4.03.22.41.60.80.02009201420192025
Type Form D Funds Date Sold ($MM) AUM ($MM)
Other Arbor Debt Opportunities Fund II-A LP [2021-03-31] 168.8 36.1
PE Arbor Investments II - AIV Fund LP 2021-03-31 0.0
PE Arbor Investments II - AIV Fund QP LP 2021-03-31 0.0
PE Arbor Investments V-A LP [2021-03-31] 1,500.0 680.0
Other Arbor Debt Opportunities Fund II LP [2020-10-09] 168.8 159.4
PE Arbor Investments V LP [2020-10-09] 1,500.0 852.6
PE Arbor Affiliates Fund IV LP 2016-09-19 5.3
Other Arbor Debt Opportunities Fund I LP [2016-09-19] 125.0 75.8
PE Arbor Investments IV LP [2016-09-19] 765.0 1,148.0
PE Arbor Affiliates Fund III LP 2012-02-13 0.5
View All
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) 0 0.0
(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 9 3.1
(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 0 0.0
(n) Other 0 0.0
Total 9 3.1
By Discretionary
Discretionary 9 3.1
Non-Discretionary 0 0.0
Total 9 3.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 3.1
Total 9 3.1
Form D Directors # Filings # Firms 2011 - 2024
John Foster 42
J Foster 13
Carl Allegretti 11
Gregory Purcell 10
Jason Booth 8
Brody Lynn 8
Timothy Fallon 7
Alison Miller 6
Ryan McKenzie 6
Alan Weed 7
View All
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