Arboretum Investment Advisors, LLC

Overview

Arboretum Investment Advisors, LLC is an institutional registered investment adviser organized as an LLC and SEC-registered in 2016. The firm serves institutional clients and focuses on portfolio management for pooled investment vehicles. Its business model combines percentage-of-AUM and fixed-fee billing. The firm is not identified as an active ESG investor, is not registered as a multi-state adviser, and is not listed as a pension consultant or related adviser. Although Arboretum is not flagged as a capital allocator in the snapshot, its stated industry roles include acting as sponsor, general partner, and managing member of pooled investment vehicles, which suggests the firm both structures and manages pooled products on behalf of institutional investors.

Assets & Accounts

Investments & Alternatives