Arlon Advisor LLC

RIASEC RegisteredEst. 2012
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$58.8M
Accounts
20
Employees
60
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
160635
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Arlon Advisor LLC is a limited liability company that has been SEC-registered since 2012 and operates as a private equity fund and capital allocator for institutional clients. The firm provides portfolio management for pooled investment vehicles and commonly serves as sponsor, general partner, and managing member of those vehicles. Its fee arrangements include percentage-of-AUM and performance-based components. Arlon does not identify as an active ESG investor and its reporting indicates it is not a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

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

Contacts

3 of 5
  • Jennifer Banner

    Vice PresidentCRD 8124831

  • Susan Mcintyre

    Compliance AdministratorCRD 7039634

  • Jonathan Jacobs

    Jonathan Jacobs

    Deputy General CounselCRD 4284400

Unlock 2 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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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
767 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth