Arlington Partners Llc
SEC-registered
Private Fund Manager · Mid-sized ($1B–$10B)
CRD 109335
· SEC file 801-57250
· Birmingham, AL
· ARLINGTON.COM
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ADV data as of Mar 26, 2026
- Regulatory AUM
- $2.3B
- Discretionary
- $2.3B
- Clients
- 16
- Avg AUM / client
- $144M
- Accounts
- 24
- Employees
- 14
AUM over time
$1.1B
$6.4B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $605M | 26.2% |
| Pooled investment vehicles (non-investment companies) | 15 | $1.7B | 73.8% |
Private funds (16)
View all →Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $1.2B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Arlington Global Value Fund, Lp | Other Private Fund | Delaware | $335M | 179 |
| Arlington Income Fund, Llc | Other Private Fund | Delaware | $319M | 239 |
| Arlington Diversified Fund Llc | Hedge Fund | Delaware | $249M | 176 |
| Arlington Private Equity Fund V, Llc | Private Equity Fund | Delaware | $63.9M | 172 |
| Arlington Private Equity Fund Iv, Llc | Private Equity Fund | Delaware | $41.9M | 55 |
| Arlington Ig Real Estate Fund, Llc | Real Estate Fund | Delaware | $40.4M | 53 |
| High Hampton Holdings, Llc | Real Estate Fund | Delaware | $33.2M | 66 |
| Gac Capital, Llc | Private Equity Fund | Delaware | $30.5M | 115 |
| Milo's Holdings Llc | Private Equity Fund | Delaware | $30.4M | 20 |
| Arlington Private Equity Fund Iii, Llc | Private Equity Fund | Delaware | $15.0M | 40 |
| Arlington Private Equity Fund Vi, Llc | Private Equity Fund | Delaware | $6.7M | 31 |
| Arlington Private Equity Fund Ii, Llc | Private Equity Fund | Delaware | $6.2M | 70 |
| Rfg Capital Ii, Llc | Private Equity Fund | Delaware | $4.3M | 10 |
| Arlington Agg I, Llc | Real Estate Fund | Delaware | $1.4M | 24 |
| Arlington Agg Iii, Llc | Real Estate Fund | Delaware | $746K | 20 |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kenneth Howell Polk | Chief Executive Officer/Chief Investment Officer | CFP | Apr 2000 (26y) | ≈ 18.75% – 50% via Arlington Holdings, Llc |
| William Anthony Levant | Chief Investment Strategist | CFA | Jan 2007 (20y) | Less than 5% |
| Vanlandingham, Emily | Chief Operating Officer | Jan 2010 (17y) | Less than 5% | |
| Stephen Jackson Rowe | General Counsel | Jan 2017 (10y) | Less than 5% | |
| Pearson, Richard, Lee | Chief Compliance Officer | Mar 2024 (2y) | Less than 5% | |
| Jordan Ellis Cherry | Registered representative | CFA | Oct 2011 (15y) | |
| John L Lueken | Registered representative | Jun 2020 (6y) | ||
| Charles Allen Brand | Registered representative | Aug 2020 (6y) | ||
| Willliam Lee Cook | Registered representative | Nov 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Arlington Holdings, Llc | Parent Company/Member | Jun 2003 | A | 75% or more |
| Main Street Capital, Llc | Member | Sep 2021 | B | ≈ 18.75% – 50% via Arlington Holdings, Llc |
| Polk 2021 Irrevocable Trust | Member (Class B Units) | Dec 2021 | B | ≈ 4.69% – 25% via Main Street Capital, Llc |
| Arlington Management Company, Inc | Manager | Jul 2012 | B | GP / trustee / elected manager of Arlington Holdings, Llc (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Kenneth Howell Polk: 25% – 50% of Arlington Holdings, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Main Street Capital, Llc: 25% – 50% of Arlington Holdings, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Polk 2021 Irrevocable Trust: 25% – 50% of Main Street Capital, Llc × 25% – 50% of Arlington Holdings, Llc × 75% – 100% direct ≈ 4.69% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (16, $1.2B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Arlington Global Value Fund, Lp | Other Private Fund | $335M | $500K | 179 |
| Arlington Income Fund, Llc | Other Private Fund | $319M | $100K | 239 |
| Arlington Diversified Fund Llc | Hedge Fund | $249M | $500K | 176 |
| Arlington Private Equity Fund V, Llc | Private Equity Fund | $63.9M | $250K | 172 |
| Arlington Private Equity Fund Iv, Llc | Private Equity Fund | $41.9M | $500K | 55 |
| Arlington Ig Real Estate Fund, Llc | Real Estate Fund | $40.4M | $100K | 53 |
| High Hampton Holdings, Llc | Real Estate Fund | $33.2M | $500K | 66 |
| Gac Capital, Llc | Private Equity Fund | $30.5M | $250K | 115 |
| Milo's Holdings Llc | Private Equity Fund | $30.4M | $250K | 20 |
| Arlington Private Equity Fund Iii, Llc | Private Equity Fund | $15.0M | $500K | 40 |
| Arlington Private Equity Fund Vi, Llc | Private Equity Fund | $6.7M | $500K | 31 |
| Arlington Private Equity Fund Ii, Llc | Private Equity Fund | $6.2M | $500K | 70 |
| Rfg Capital Ii, Llc | Private Equity Fund | $4.3M | $1 | 10 |
| Arlington Agg I, Llc | Real Estate Fund | $1.4M | $250K | 24 |
| Arlington Agg Iii, Llc | Real Estate Fund | $746K | $250K | 20 |
| Arlington Agg Ii, Llc | Real Estate Fund | $235K | $250K | 29 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 4.22 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Reported custodians
- Arlington Trust Company, Inc. $5.4B (89% of AUM) Oct 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗