Arlon Advisor LLC is a large advisory firm based in New York. It manages $1.29 billion of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of New York.
Arlon Advisor 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 Arlon Advisor LLC is $1.29 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 83% since the beginning of its operation, and $803.26 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Arlon Advisor LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Arlon Advisor is pooled investment vehicles with 12 clients and $1.29 billion of assets under management. Among the 13 most similar advisory firms, Arlon Advisor has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $1.29 billion for 12 clients. 50% of the firm’s clients are foreign persons or businesses.
Arlon Advisor also advises several private funds. Namely, twelve private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $10,000,000.
The company employs 76 people that are either part- or full-time employees. 26 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 Arlon Advisor LLC performs its advisory services is located at 767 Fifth Avenue, New York, NY 10153 0028, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-207-5200 or by fax 212-207-5381. The normal business hours are 9 am to 5 pm on Monday - Friday. You can find more information about the New York firm at arlongroup.com.