Arbor Investments Management, Llc
- Regulatory AUM
- $3.5B
- Discretionary
- $3.5B
- Clients
- 11
- Avg AUM / client
- $316M
- Accounts
- 11
- Employees
- 29
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 11 | $3.5B | 100.0% |
Private funds (9)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $3.1B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Arbor Investments Iv, L.P. | Private Equity Fund | Delaware | $1.1B | 104 |
| Arbor Investments V, L.P. | Private Equity Fund | Delaware | $853M | 96 |
| Arbor Investments V A, L.P. | Private Equity Fund | Delaware | $680M | 47 |
| Arbor Debt Opportunities Fund Ii, L.P. | Other Private Fund | Delaware | $159M | 36 |
| Arbor Investments Iii, L.P. | Private Equity Fund | Delaware | $143M | 71 |
| Arbor Debt Opportunities Fund I, L.P. | Other Private Fund | Delaware | $75.8M | 27 |
| Arbor Debt Opportunities Fund Ii A, L.P. | Other Private Fund | Delaware | $36.1M | 10 |
| Arbor Affiliates Fund Iv, L.P. | Private Equity Fund | Delaware | $5.3M | 10 |
| Arbor Affiliates Fund Iii, L.P. | Private Equity Fund | Delaware | $534K | 6 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Purcell, Gregory, Joseph | Chief Executive Officer; Member | Jan 1999 (28y) | 75% or more | |
| Booth, Jason, Lee | General Counsel, Partner | Mar 2013 (13y) | Less than 5% | |
| Allegretti, Carl, Scott | President | Apr 2020 (6y) | Less than 5% | |
| Freeman, James, Armin | Chief Financial Officer, Partner | Jan 2023 (4y) | Less than 5% | |
| Jordan, John, Anthony | Chief Operating Officer | Nov 2023 (3y) | Less than 5% | |
| Perlman, Andrew, Jacob | Chief Compliance Officer & Associate General Counsel | Dec 2023 (3y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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 (9, $3.1B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Arbor Investments Iv, L.P. | Private Equity Fund | $1.1B | $200K | 104 |
| Arbor Investments V, L.P. | Private Equity Fund | $853M | $100K | 96 |
| Arbor Investments V A, L.P. | Private Equity Fund | $680M | $100K | 47 |
| Arbor Debt Opportunities Fund Ii, L.P. | Other Private Fund | $159M | $250K | 36 |
| Arbor Investments Iii, L.P. | Private Equity Fund | $143M | $200K | 71 |
| Arbor Debt Opportunities Fund I, L.P. | Other Private Fund | $75.8M | $100K | 27 |
| Arbor Debt Opportunities Fund Ii A, L.P. | Other Private Fund | $36.1M | $250K | 10 |
| Arbor Affiliates Fund Iv, L.P. | Private Equity Fund | $5.3M | $200K | 10 |
| Arbor Affiliates Fund Iii, L.P. | Private Equity Fund | $534K | $200K | 6 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/20/2026 | 3.45 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
- • Other fees
- • SEE SCHEDULE D - MISCELLANEOUS
Services
- • Portfolio management for pooled investment vehicles
- • Other services
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 20, 2026.
View current Form ADV (SEC/IAPD) ↗