Arboretum Investment Advisors, LLC
Firm details
- Headquarters
- Newington, New Hampshire
- CRD number
- 285753
- Registered since
- November 4, 2016
- Website
- thearboretumgroup.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Arboretum Investment Advisors, LLC is an institutional registered advisory firm organized as an LLC and registered in New Hampshire. Its business centers on portfolio management for pooled investment vehicles; the firm sponsors and serves as a general partner/managing member for pooled structures it manages. Clients are institutional, and the firm’s fees are charged as a percentage of assets under management and via fixed fees. Arboretum does not position itself as a capital allocator and does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Claudine Aquillon
Chief Executive Officer, Chief Operating OfficerCRD 5935119
Yehoshua Yifat
Chief Financial OfficerCRD 5192682
Contacts
2 of 2
Kyle Manez
Senior Vice President, OperationsCRD 5870665
Stephanie Blandina
Staff AttorneyCRD 7849148
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Newington, NH
Rockingham
Location
Newington, NH
Headquartered in Newington, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Rockingham
- Address
- 100 Arboretum Dr
- Time zone
- ET (UTC-5)
- Office locations
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