Arlington Partners LLC

RIASEC Registered
Total AUM
$2.3B
Discretionary
$2.3B
100% of AUM
Avg account
$96.3M
Accounts
24
Employees
14
Advisory reps
9

Firm details

Headquarters
Birmingham, Alabama
CRD number
109335
Registered since
February 8, 2000
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles73.82%
  • Investment Companies26.18%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Arlington Partners LLC is a multifaceted investment manager that allocates capital across pooled vehicles and manages investment companies on behalf of institutional clients. The firm is SEC-registered (registration year 2000) and describes itself as a manager of hedge, private equity and real estate strategies while also acting as a sponsor and general partner of pooled investment vehicles. Ownership is listed as a combination of a domestic entity and an individual. Arlington acts as a capital allocator and engages in selection of other advisers; its fee mix includes both a percentage of AUM and performance-based fees. The firm does not identify as an active ESG investor. Industry recognitions include mentions by FA Magazine (Top RIA Firms, 2020) and Citywire (50 Growers Across America, 2021).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

3 of 3
  • William Levant

    William Levant

    Chief Investment StrategistCRD 5502071

  • Kenneth Polk

    Kenneth Polk

    Founder & CEOCRD 2558321

  • Emily Vanlandingham

    Emily Vanlandingham

    Chief Operating OfficerCRD 5770656

Contacts

3 of 6
  • Stephen Rowe

    Stephen Rowe

    President & General CounselCRD 6745764

  • Jordan Cherry

    Investment DirectorCRD 5976058

  • John Lueken

    John Lueken

    PresidentCRD 4837159

Unlock 3 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 2

Active vs passive

$60.3M in ETFs

Passive

100%

$60.3M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA)VanguardPassiveForeign Large Blend$31.4M444,34952.00%

Location

Primary office

Birmingham, AL

Jefferson

Location

Birmingham, AL

Headquartered in Birmingham, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.

Metro area
Birmingham-Hoover-Talladega, AL
Region
South
County
Jefferson
Address
The John Hand Morris Ave
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth