ARBOR REALTY COLLATERAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2012
Total AUM
$4.6B
Discretionary
$4.5B
98% of AUM
Avg account
$917M
Accounts
5
Employees
50
Advisory reps
5

Firm details

Headquarters
UNIONDALE, New York
CRD number
163425
Registered since
April 24, 2012
Website
arbor.com
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Arbor Realty Collateral Management, LLC is a limited liability company registered with the SEC in 2012 that operates as a real estate-focused investment manager serving institutional clients. The firm’s core advisory activity is portfolio management for pooled investment vehicles, and it also functions as sponsor, general partner and managing member for those vehicles. Revenue is generated primarily via a percentage-of-assets-under-management fee model. Arbor is not positioned as an ESG investor and is not registered as a multi-state adviser. The firm’s business activities include acting as an "other financial product" salesperson in addition to its pooled-vehicle management role. Ownership is described as a combination of a domestic entity and individual ownership.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • PAUL ELENIO

    Executive Vice President & Chief Financial OfficerCRD 6050201

  • IVAN KAUFMAN

    Chairman & CEOCRD 6050206

Contacts

3 of 3
  • LEAH FISHER

    Senior Vice PresidentCRD 6050214

  • MAYSA VAHIDI

    Executive Vice President & General CounselCRD 6454308

  • KEVIN WACHTER

    Executive Vice PresidentCRD 6147883

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

UNIONDALE, NY

NASSAU

Location

UNIONDALE, NY

Headquartered in UNIONDALE, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NASSAU
Address
333 Earle Ovington Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth