Arboretum Investment Advisors, Llc
- Regulatory AUM
- $14.5M
- Discretionary
- $14.5M
- Clients
- 2
- Avg AUM / client
- $7.3M
- Accounts
- 2
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $14.5M | 100.0% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Aquillon, Claudine, Amalie | Ceo, Coo | Mar 2016 (10y) | ≈ 18.75% – 50% via Arboretum Group, Llc | |
| Miroshnikov, Michael, Nmn | President | Mar 2016 (10y) | ≈ 18.75% – 50% via Arboretum Group, Llc | |
| Ponticello, Michael, Carl | Managing Member | Mar 2016 (10y) | ≈ 18.75% – 50% via Arboretum Group, Llc | |
| Yifat, Yehoshua, Nmn | Cfo | Jul 2016 (10y) | Less than 5% | |
| Murray, Jessica, Lee | Chief Compliance Officer | Sep 2021 (5y) | Less than 5% | |
| Kyle Andrew Manez | Registered representative | Apr 2023 (3y) | ||
| Stephanie Lyn Blandina | Registered representative | Aug 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Arboretum Group, Llc | Managing Member | Jan 2018 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Aquillon, Claudine, Amalie: 25% – 50% of Arboretum Group, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Miroshnikov, Michael, Nmn: 25% – 50% of Arboretum Group, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Ponticello, Michael, Carl: 25% – 50% of Arboretum Group, Llc × 75% – 100% direct ≈ 18.75% – 50% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.02 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
- • Fixed fees
Services
- • Portfolio management for pooled investment vehicles
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: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗