ARLINGTON PARTNERS LLC

RIASEC RegisteredEst. 2000
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 privately held capital allocator and multifaceted fund manager that has operated since 2000. Structured as an LLC, the firm serves primarily institutional clients and combines roles as an adviser to pooled vehicles and investment companies with selection-of-advisers responsibilities. Its compensation includes both a percentage-of-assets fee and performance-based fees. Arlington is not positioned as an active ESG investor and is not registered as a multi-state adviser. The firm operates across hedge, private equity, real estate and other pooled fund strategies and acts as sponsor, general partner or managing member for some vehicles. Its advisory activities and affiliations extend to trust companies, accounting and insurance entities, reflecting a hybrid model that blends asset management with fund sponsorship and third-party manager allocation. Arlington has been recognized in industry press, including a listing among FA Magazine’s Top RIA Firms (2020) and a Citywire feature in 2021.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • EMILY VANLANDINGHAM

    Chief Operating OfficerCRD 5770656

  • WILLIAM LEVANT

    Chief Investment StrategistCRD 5502071

  • KENNETH POLK

    Founder & CEOCRD 2558321

Contacts

3 of 6
  • RICHARD PEARSON

    Associate General CounselCRD 7886982

  • STEPHEN ROWE

    President & General CounselCRD 6745764

  • JORDAN CHERRY

    Investment DirectorCRD 5976058

Unlock 3 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 2

Active vs passive

$31M in ETFs

Passive

100%

$31M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TAX-MANAGED FUNDS (VEA)VanguardPassiveForeign Large Blend$17.8M277,76857.41%

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth