Arbor Investments Management, LLC
● SEC registered since 2012CRD 157442SEC# 801-73487Palm Beach, FL
Ranks #1,628 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$3.48B
Fund GAV
$3.48B
Private funds
11
Employees
29
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 $3.5 billion in regulatory assets under management and employs 29 people. Arbor Investments Management, LLC manages 11 private funds with combined gross assets of $3.5 billion, including Arbor Investments IV, L.P. By regulatory assets, it ranks 1,628 of 6,004 private fund managers.
Arbor Investments Management, LLC private funds
11 funds · $3.48B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Arbor Investments IV, L.P. | Private Equity | $943.3M | $200K |
| Arbor Investments V, L.P. | Private Equity | $640.8M | $100K |
| Arbor Investments VI, L.P. | Private Equity | $629.9M | $100K |
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Join to unlock · $37/moArbor Investments Management, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Jacob Perlman Control | Chief Compliance Officer & General Counsel | Under 5% | 2023 |
| Carl Scott Allegretti Control | Co-Chief Executive Officer | Under 5% | 2020 |
| Gregory Joseph Purcell Control | Co-Chief Executive Officer; Member | Over 75% | 1999 |
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Join to unlock · $37/moFrequently asked questions
How much does Arbor Investments Management, LLC manage?
Arbor Investments Management, LLC reports $3.5 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 $3.5 billion.
How many employees does Arbor Investments Management, LLC have?
Arbor Investments Management, LLC reports 29 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
| Address | 209 Phipps Plaza, Palm Beach, FL 33480 |
| Phone | 312-981-3770 |
| Fax | 312-981-3771 |
| Office hours | 8:30 a.m. To 5 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$3.48B▼ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 16%
Larger than 84% of 16,271 advisers
AUM vs fund managersTop 27%
Larger than 73% of 6,004 private-fund managers
Number of fundsTop 23%
More funds than 77% of fund managers
EmployeesTop 18%
More than 82% of 16,825 advisers
Assets under management
$3.48Bregulatory AUM
Discretionary $3.48B