Investment adviser · CRD 285753
ARBORETUM INVESTMENT ADVISORS, LLC
Investment adviser filing (IA)
PORTSMOUTH, NH, United States · Form ADV filed Oct 21, 2021
- Regulatory AUM
- $44.6M Form ADV · Item 5.F
- Client accounts
- 2 Accounts, not individual clients
- Employees
- 18 Reported in this filing
- Advisory professionals
- 11 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 2 | $44,603,000 | 100.0% |
Filing source
Form ADV 1571610 · Oct 21, 2021 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Oct 21, 2021. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Fixed
Principal office
100 ARBORETUM DRIVE, SUITE 105PORTSMOUTH, NH, 03801, United States
CRD 285753
Filing source
Form ADV 1571610 · Oct 21, 2021 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.