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Arbor Investments Management LLC
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CRD # | 157442 |
SEC # | 801-73487 |
CIK # | |
AUM | $2.6 BB (2023-03-29) |
Employees | 24 (96% Investors, 0% Brokers) |
Phone | 312-981-3770 |
Address | 676 N Michigan Ave Chicago, IL 60611 |
Source | [IAPD] [Website] [Twitter] [Instagram] |
Total AUM ($BB) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
Other | Arbor Debt Opportunities Fund II-A LP | [2021-03-31] | 168.8 | 34.9 |
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 | 687.7 |
Other | Arbor Debt Opportunities Fund II LP | [2020-10-09] | 168.8 | 147.2 |
PE | Arbor Investments V LP | [2020-10-09] | 1,500.0 | 852.2 |
PE | Arbor Affiliates Fund IV LP | 2016-09-19 | 3.1 | |
Other | Arbor Debt Opportunities Fund I LP | [2016-09-19] | 125.0 | 116.6 |
PE | Arbor Investments IV LP | [2016-09-19] | 765.0 | 670.4 |
PE | Arbor Affiliates Fund III LP | 2012-02-13 | 0.9 | |
View All |
AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 9 | 2.7 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 9 | 2.7 |
By Discretionary | ||
Discretionary | 9 | 2.7 |
Non-Discretionary | 0 | 0.0 |
Total | 9 | 2.7 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 2.7 | |
Total | 9 | 2.7 |
Form D Directors | # Filings | # Firms | 2011 - 2023 | |
---|---|---|---|---|
John Foster | 42 | |||
J Foster | 13 | |||
Carl Allegretti | 9 | |||
Brody Lynn | 8 | |||
Gregory Purcell | 8 | |||
Ryan McKenzie | 6 | |||
Timothy Fallon | 5 | |||
Alan Weed | 7 | |||
Jason Booth | 6 | |||
Christopher Tuffin | 4 | |||
View All |
Comparable Firms | State | AUM ($BB) |
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CCMP Capital Advisors LP
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NY | 2.7 |
Pathlight Capital LP
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|
MA | 2.7 |
Falfurrias Management Partners LP
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NC | 2.7 |
Sands Capital Ventures LLC
✚
|
VA | 2.7 |
MSR Capital Partners LLC
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|
NY | 2.7 |
Stellus Capital Management LLC
✚
|
TX | 2.6 |
OIC LP
✚
|
NY | 2.6 |
Fairview Capital Partners Inc
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|
CT | 2.6 |
Atlantic Street Capital Management LLC
✚
|
CT | 2.6 |
Metalmark Management LLC
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|
NY | 2.5 |