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Arbor Investments Management LLC
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CRD # | 157442 |
SEC # | 801-73487 |
CIK # | |
AUM | $3.1 BB (2024-03-21) |
Employees | 25 (96% Investors, 0% Brokers) |
Phone | 312-981-3770 |
Address | 209 Phipps Plaza Palm Beach, FL 33480 |
Source | [IAPD] [Website] [LinkedIn] [Instagram] |
Total AUM ($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 | 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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Madison Capital Partners Corporation
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IL | 3.1 |
Truarc Partners LP
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NY | 3.1 |
Pharmakon Advisors LP
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NY | 3.1 |
Cove Hill Partners LP
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MA | 3.1 |
TW-IM LLC
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TX | 3.1 |
Baypine Holdings LP
✚
|
MA | 3.1 |
Tiger Infrastructure Partners LP
✚
|
NY | 3.1 |
Percheron Investment Management LP
✚
|
CA | 3.1 |
NSV II Management Company LLC
✚
|
PA | 3.1 |
Quad-C Management Inc
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|
VA | 3.1 |