Arlington Partners LLC
Assets Under Management
$1.7B
Number of Clients
16
Number of Advisors
7
Average Client AUM
$103.4M
AUM per Advisor
$236.3M
Compensation
Fee-Only (AUM)
About This Firm
Arlington Partners offers investment advisory services exclusively to Arlington-Affiliated Private Funds. They are affiliated with Arlington Trust Company and Arlington Associates, offering holistic family office services. The firm manages assets on a discretionary basis for these private funds, focusing on global equities, hedged strategies, and real estate & private equity.
Fee Structure
This firm only advises private investment funds, not individual investors. Fund Management/Advisory Fees range from 0.50% to 1.00% per year, and Administrative Service Fees are 0.25% per year, both based on the fund's net asset value or committed capital. Custody services fees are 0.12% per annum on the first $25 million of assets and 0.06% of assets over $25 million. These fees are paid from the fund's assets.
Areas of Practice
Location
The John Hand Building, 2000 Morris Avenue, Suite 1300, Birmingham, AL, 35203