ARLINGTON PARTNERS LLC
Firm details
- Headquarters
- Birmingham, Alabama
- CRD number
- 109335
- Registered since
- February 8, 2000
- Website
- arlington.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3EMILY VANLANDINGHAM
Chief Operating OfficerCRD 5770656
WILLIAM LEVANT
Chief Investment StrategistCRD 5502071
KENNETH POLK
Founder & CEOCRD 2558321
Contacts
3 of 6RICHARD PEARSON
Associate General CounselCRD 7886982
STEPHEN ROWE
President & General CounselCRD 6745764
JORDAN CHERRY
Investment DirectorCRD 5976058
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$31M in ETFs
100%
$31M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $17.8M | 277,768 | 57.41% |
Location
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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