Arnhold Llc
- Regulatory AUM
- $6.4B
- Discretionary
- $6.4B
- Clients
- 91
- Avg AUM / client
- $70.8M
- Accounts
- 106
- Employees
- 13
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 18 | $10.1M | 0.16% |
| High net worth individuals | 55 | $2.0B | 30.5% |
| Pooled investment vehicles (non-investment companies) | 12 | $3.1B | 48.7% |
| Charitable organizations | 6 | $1.3B | 20.7% |
Private funds (8)
Reported in Form ADV Section 7.B.(1), filing of Aug 2024 · $2.1B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Def Associates Lp | Hedge Fund | New York | $936M | 44 |
| Def Associates Ltd | Hedge Fund | British Virgin Islands | $454M | 19 |
| Double Eagle Opportunities Fund Lp | Other Private Fund | Delaware | $339M | 46 |
| Double Eagle Pacific Master Fund Ltd. master | Hedge Fund | Cayman Islands | $240M | 68 |
| Equipont Partners Lp | Other Private Fund | New York | $101M | 3 |
| Lisa Arnhold Family Investment Acccount | Other Private Fund | New York | $23.0M | 2 |
| Bingo Investment Group | Other Private Fund | New York | $16.9M | 11 |
| Arnhold Ceramics, Inc. | Other Private Fund | Delaware | $3.1M | 4 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Peter Arnhold | Managing Member | Jul 2017 (9y) | ≈ 56.25% – 100% via Arnhold Management Llc | |
| Dorrego, Christa, Mueller | Managing Director | Oct 2017 (9y) | Less than 5% | |
| Timothy Lee Tabor | Managing Director | Oct 2017 (9y) | Less than 5% | |
| Goldstein, Mark, David | General Counsel And Chief Compliance Officer | Jul 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Arnhold Management Llc | Managing Member | Oct 2017 | 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):
- John Peter Arnhold: 75% – 100% of Arnhold Management Llc × 75% – 100% direct ≈ 56.25% – 100% 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 (8, $2.1B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Def Associates Lp | Hedge Fund | $936M | $100K | 44 |
| Def Associates Ltd | Hedge Fund | $454M | $100K | 19 |
| Double Eagle Opportunities Fund Lp | Other Private Fund | $339M | $50.0K | 46 |
| Double Eagle Pacific Master Fund Ltd. | Hedge Fund | $240M | $100K | 68 |
| Equipont Partners Lp | Other Private Fund | $101M | $0 | 3 |
| Lisa Arnhold Family Investment Acccount | Other Private Fund | $23.0M | $0 | 2 |
| Bingo Investment Group | Other Private Fund | $16.9M | $0 | 11 |
| Arnhold Ceramics, Inc. | Other Private Fund | $3.1M | $0 | 4 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 2.57 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 individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Bank Of America, National Association $887M (14% of AUM) Mar 2026
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 25, 2026.
View current Form ADV (SEC/IAPD) ↗