Data / Investment advisers / Florida / Arbor Investments Management, LLC
Arbor Investments Management, LLC, Palm Beach, FL: $3.5 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Arbor Investments Management, LLC is an SEC registered investment adviser with its main office in Palm Beach, Florida and reports $3.5 billion in regulatory assets under management in its Form ADV filed May 20, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management, performance based fees and other fees. It advises 11 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 157442
- SEC file number
- 801-73487
- SEC status
- Approved, effective March 28, 2012
- Main office
- 209 Phipps Plaza, Palm Beach, FL 33480
- Phone
- (312) 981-3770
- Regulatory AUM
- $3,476,578,967 in the Form ADV filed May 20, 2026
- Discretionary AUM
- $3,476,578,967
- Accounts
- 11
- Employees
- 29, of which 28 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees, other fees
- Private funds
- 11: 11 private equity funds
- Gross assets of private funds
- $3,476,578,967
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 20, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 11 | $3.48 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $3.48 billion | March 20, 2026 |
| December 1, 2025 | $4.03 billion | July 2, 2025 |
Other advisers in Palm Beach
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| 1789 Capital Management | Palm Beach | $2.73 billion | 26 | adviserinfo.sec.gov |
| Alpine Associates Management Inc. | Palm Beach | $2.09 billion | 9 | adviserinfo.sec.gov |
| Dock Street Asset Management Inc | Palm Beach | $1.11 billion | Not listed | adviserinfo.sec.gov |
| Segra Capital Management, LLC | Palm Beach | $820.7 million | 5 | adviserinfo.sec.gov |
| Dudley & Shanley, Inc. | Palm Beach | $746.8 million | 3 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Palm Beach, FL
- Investment advisers in Florida
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Arbor Investments Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.