Arbus Capital Management, LLC

RIASEC RegisteredEst. 2014

Total AUM

$130M

Discretionary

$130M

100% of AUM

Avg account

$744K

Accounts

175

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 148709
Registered since: June 25, 2014
Website: www.arbuscm.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI67.38%
Charitable Organizations27.93%
Individuals4.69%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Arbus Capital Management, LLC is an independent, SEC-registered registered investment adviser that began operating in 2014 and is owned by an individual. The firm serves primarily individuals and families and acts as a capital allocator, meaning it places client capital with third‑party managers in addition to managing portfolios directly. Its fee arrangements include asset‑based fees, hourly charges and fixed fees. Arbus provides financial planning and portfolio management for individuals, small businesses and institutional/business clients, and it also performs selection of other advisers. The firm is not an active ESG investor and is not identified as a multi‑state adviser.