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Arbor Investments Management, LLC

● SEC registered since 2012CRD 157442SEC# 801-73487Palm Beach, FL
Export (members)
Ranks #1,275 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$4.03B
Fund GAV
$4.03B
Private funds
11
Employees
25
Accounts
11
Location
Palm Beach, FL

Arbor Investments Management, LLC assets under management

Arbor Investments Management, LLC operates as an SEC-registered investment adviser based in Palm Beach, FL. The firm has been registered since 2012. It reports $4 billion in regulatory assets under management and employs 25 people. Arbor Investments Management, LLC manages 11 private funds with combined gross assets of $4 billion, including Arbor Investments IV, L.P. By regulatory assets, it ranks 1,275 of 5,911 private fund managers.

Arbor Investments Management, LLC private funds

11 funds · $4.03B GAV
FundTypeGross assetsMin.
Arbor Investments IV, L.P.Private Equity$1.17B$200K
Arbor Investments V, L.P.Private Equity$783.7M$100K
Arbor Investments Vi-A, L.P.Private Equity$619.6M$100K
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Arbor Investments Management, LLC owners & executives

7 reported
NameTitleOwnershipSince
Andrew Jacob Perlman ControlChief Compliance Officer & General CounselUnder 5%2023
Carl Scott Allegretti ControlCo-Chief Executive OfficerUnder 5%2020
Gregory Joseph Purcell ControlCo-Chief Executive Officer; MemberOver 75%1999
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Frequently asked questions

How much does Arbor Investments Management, LLC manage?

Arbor Investments Management, LLC reports $4 billion in regulatory assets under management on its Form ADV.

How many private funds does Arbor Investments Management, LLC manage?

Arbor Investments Management, LLC manages 11 private funds with combined gross assets of $4 billion.

How many employees does Arbor Investments Management, LLC have?

Arbor Investments Management, LLC reports 25 employees.

Where is Arbor Investments Management, LLC located?

Arbor Investments Management, LLC is based in Palm Beach, FL and has been SEC-registered since 2012.

Does Arbor Investments Management, LLC disclose fund performance?

Arbor Investments Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address209 Phipps Plaza, Palm Beach, FL 33480
Phone312-981-3770
Fax312-981-3771
Office hours8:30 a.m. To 5 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$4.03B
Non-discretionary$0
Total (RAUM)$4.03B

Service providers

Auditor
Custodian
Administrator