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CRD 157442
PALM BEACH, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| ARBOR INVESTMENTS IV, L.P. | Private Equity Fund | $1.1B | Mar 21, 2024 | 104 | Sep 19, 2016 | reported | 021-267314 |
| ARBOR INVESTMENTS V, L.P. | Private Equity Fund | $853M | Mar 21, 2024 | 96 | Oct 9, 2020 | reported | 021-378698 |
| ARBOR INVESTMENTS V-A, L.P. | Private Equity Fund | $680M | Mar 21, 2024 | 47 | Mar 31, 2021 | reported | 021-378699 |
| ARBOR DEBT OPPORTUNITIES FUND II, L.P. | Other Private Fund | $159M | Mar 21, 2024 | 36 | Oct 9, 2020 | reported | 021-378704 |
| ARBOR INVESTMENTS III, L.P. | Private Equity Fund | $143M | Mar 21, 2024 | 71 | Feb 13, 2012 | reported | 021-163508 |
| ARBOR DEBT OPPORTUNITIES FUND I, L.P. | Other Private Fund | $75.8M | Mar 21, 2024 | 27 | Sep 19, 2016 | reported | 021-267315 |
| ARBOR DEBT OPPORTUNITIES FUND II-A, L.P. | Other Private Fund | $36.1M | Mar 21, 2024 | 10 | Mar 31, 2021 | reported | 021-378705 |
| ARBOR AFFILIATES FUND IV, L.P. | Private Equity Fund | $5.3M | Mar 21, 2024 | 10 | Sep 19, 2016 | reported | 021-26731401 |
| ARBOR INVESTMENTS II, L.P. | Private Equity Fund | $572,660 | Mar 31, 2021 | 74 | Feb 13, 2012 | dropped | 021-90659 |
| ARBOR AFFILIATES FUND III, L.P. | Private Equity Fund | $533,889 | Mar 21, 2024 | 6 | Feb 13, 2012 | reported | n/a |
| ARBOR PRIVATE INVESTMENT COMPANY, L.P. | Private Equity Fund | $340,782 | Nov 14, 2016 | 95 | Feb 13, 2012 | dropped | n/a |
| ARBOR INVESTMENTS II QP, L.P. | Private Equity Fund | $248,232 | Mar 31, 2021 | 13 | Feb 13, 2012 | dropped | n/a |
| MERIDIAN BRANDS INVESTMENTS, L.P. | Private Equity Fund | $105,721 | Nov 14, 2016 | 47 | Feb 13, 2012 | dropped | n/a |
| ARBOR INVESTMENTS II - AIV FUND QP, L.P. | Private Equity Fund | $0 | Mar 31, 2021 | 13 | Mar 31, 2021 | dropped | n/a |
| ARBOR INVESTMENTS II - AIV FUND, L.P. | Private Equity Fund | $0 | Mar 31, 2021 | 74 | Mar 31, 2021 | dropped | 021-90659 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ALLEGRETTI, CARL, SCOTT | President | Na | yes | 04/2020 | Mar 30, 2022 | Mar 21, 2024 |
| BOOTH, JASON, LEE | GENERAL COUNSEL, PARTNER | Na | yes | 03/2013 | Mar 28, 2013 | Mar 21, 2024 |
| FREEMAN, JAMES, ARMIN | CHIEF FINANCIAL OFFICER, PARTNER | Na | yes | 01/2023 | Jan 6, 2023 | Mar 21, 2024 |
| JORDAN, JOHN, ANTHONY | CHIEF OPERATING OFFICER | Na | yes | 11/2023 | Mar 21, 2024 | Mar 21, 2024 |
| PERLMAN, ANDREW, JACOB | CHIEF COMPLIANCE OFFICER & ASSOCIATE GENERAL COUNSEL | Na | yes | 12/2023 | Dec 11, 2023 | Mar 21, 2024 |
| PURCELL, GREGORY, JOSEPH | CHIEF EXECUTIVE OFFICER; MEMBER | E | yes | 01/1999 | Feb 13, 2012 | Mar 21, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| ARBOR DEBT OPPORTUNITIES FUND COMPANY I, LLC | n/a | n/a | n/a | N | yes | n/a |
| ARBOR DEBT OPPORTUNITIES FUND COMPANY II GP, L.P. | n/a | n/a | n/a | N | yes | n/a |
| ARBOR DEBT OPPORTUNITIES FUND COMPANY III GP, L.P. | n/a | n/a | n/a | N | yes | n/a |
| ARBOR PRIVATE INVESTMENT COMPANY III, LLC | n/a | n/a | n/a | N | yes | n/a |
| ARBOR PRIVATE INVESTMENT COMPANY IV, LLC | n/a | n/a | n/a | N | yes | n/a |
| ARBOR PRIVATE INVESTMENT COMPANY V, L.P. | n/a | n/a | n/a | N | yes | n/a |
| ARBOR PRIVATE INVESTMENT COMPANY VI, L.P. | n/a | n/a | n/a | N | yes | n/a |
| JASON L. BOOTH, P.C. | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Chicago | IL | United States | 15 | no |
| NEW YORK | NY | United States | 3 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 20, 2026 | $3.5B | $3.5B | 29 | 28 | 1 | 11 | n/a |
| 2024 | Mar 27, 2025 | $4.0B | $4.0B | 25 | 24 | 2 | 11 | n/a |
| 2023 | Mar 21, 2024 | $3.1B | $3.1B | 25 | 24 | 2 | 9 | $3.1B |
| 2022 | Mar 29, 2023 | $2.6B | $2.6B | 25 | 24 | 1 | 9 | $2.6B |
| 2021 | Mar 30, 2022 | $2.7B | $2.7B | 24 | 23 | 1 | 9 | $2.7B |
| 2020 | Mar 31, 2021 | $2.9B | $2.9B | 24 | 14 | 1 | 13 | $2.9B |
| 2019 | Mar 30, 2020 | $1.2B | $1.2B | 17 | 8 | 1 | 7 | $1.2B |
| 2018 | Mar 21, 2019 | $1.2B | $1.2B | 15 | 9 | 1 | 7 | $1.3B |
| 2017 | Mar 28, 2018 | $1.4B | $1.4B | 16 | 11 | 1 | 7 | $1.5B |
| 2016 | Mar 16, 2017 | $1.6B | $1.6B | 15 | 10 | n/a | 7 | $1.6B |
| 2015 | Mar 17, 2016 | $541M | $541M | 12 | 8 | n/a | 6 | $541M |
| 2014 | Mar 24, 2015 | $571M | $571M | 11 | 8 | n/a | 6 | $571M |
| 2013 | Mar 27, 2014 | $616M | $616M | 11 | 8 | n/a | 6 | $616M |
| 2012 | Mar 28, 2013 | $601M | $601M | 11 | 8 | n/a | 6 | $601M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $3.5B | $4.0B | -13.7% | $2.6B | 9.9% | 29 | 25 | 1 | 2 |