Arboretum Investment Advisors, LLC is a large advisory firm based in Portsmouth. It manages $223.2 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdictions of New Hampshire and New York.
Arboretum Investment Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Arboretum Investment Advisors, LLC is $223.2 million. The firm's AUM has grown by 6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Arboretum Investment Advisors, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Arboretum Investment Advisors is pooled investment vehicles with 6 clients and $223.2 million of assets under management. Among the 9 most similar advisory firms, Arboretum Investment Advisors has the 3rd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $223.2 million for 6 clients. None of the firm’s clients are foreign persons or businesses.
Arboretum Investment Advisors also advises several private funds.
The company employs 19 people that are either part- or full-time employees. 58 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Arboretum Investment Advisors, LLC performs its advisory services is located at 100 Arboretum Drive, Portsmouth, NH 03801, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 603-294-1420 or by fax 603-783-5730. The normal business hours are 8:30am-5:30pm on Monday - Friday. You can find more information about the New York firm at sqnia.com and its LinkedIn profile.