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| Arlon Advisor LLC
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| |
|---|---|
| CRD # | 160635 |
| SEC # | 801-73893 |
| CIK # | |
| AUM | $1.1 BB (2024-07-01) |
| Employees | 60 (37% Investors, 0% Brokers) |
| Phone | 212-207-5200 |
| Address | 767 Fifth Avenue New York, NY 10153-0028 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Conti Berries Investors LP | [2023-06-29] | 2.7 | 39.9 |
| PE | Conti RT LP | [2023-06-29] | 0.0 | 155.7 |
| PE | Conti Venture Fund II-A LP | [2023-06-29] | 209.0 | 62.9 |
| PE | Conti Venture Fund II LP | [2023-06-29] | 209.0 | 148.4 |
| PE | Conti V LP | 2023-06-29 | 113.5 | |
| PE | CGC Co-Investment Opportunities LP | 2022-06-28 | 9.4 | |
| PE | CGC Co-Investment Opportunities QP LP | 2022-06-28 | 10.6 | |
| PE | Conti MYCO Investors LP | [2022-06-28] | 2.0 | 13.5 |
| PE | Conti Pivot Investors LP | [2022-06-28] | 0.0 | 44.8 |
| PE | Conti Greenlight Investors LP | 2021-06-28 | 1.2 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| 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 | 21 | 1,111.1 |
| (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 | 21 | 1,111.1 |
| By Discretionary | ||
| Discretionary | 21 | 1,111.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 21 | 1,111.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 409.5 | |
| United States Persons | 701.6 | |
| Total | 21 | 1,111.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Michael Zimmerman | 24 | |||
| Richard Anderson | 59 | |||
| Paul Fribourg | 47 | |||
| Michael Mayberry | 17 | |||
| David Tanner | 17 | |||
| Michelle Brooks | 13 | |||
| David Dryerman | 11 | |||
| Ari Gendason | 10 | |||
| Benjamin Fishman | 9 | |||
| Frank Baier | 8 | |||
| View All | ||||
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