Arbour Lane Capital Management Lp
- Regulatory AUM
- $7.3B
- Discretionary
- $7.2B
- Clients
- 15
- Avg AUM / client
- $486M
- Accounts
- 15
- Employees
- 30
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 14 | $7.2B | 99.1% |
| Other | 1 | $67.3M | 0.92% |
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $5.7B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Arbour Lane Credit Opportunity Fund Iii, L.P. master | Private Equity Fund | Delaware | $2.6B | 97 |
| Arbour Lane Credit Opportunity Fund Ii, L.P. master | Private Equity Fund | Delaware | $2.3B | 50 |
| Arbour Lane Tx, L.P. | Hedge Fund | Delaware | $438M | 2 |
| Arbour Lane Hiwassee, Lp. | Hedge Fund | Delaware | $249M | 2 |
| Arbour Lane Oasis Fund, L.P. | Hedge Fund | Cayman Islands | $70.0M | 2 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Equity League Pension Trust Fund Board Of Trustees Of The Equity League Pension Trust Fund | 2024 |
People (9)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Franz, Jill, Stiles | Trustee Of Robert J. Franz 2016 Family Trust | Dec 2016 (10y) | GP / trustee / elected manager of Robert J. Franz 2016 Family Trust (indirect) | |
| Franz, Robert, William | Trustee Of Robert J. Franz 2016 Family Trust | Dec 2016 (10y) | GP / trustee / elected manager of Robert J. Franz 2016 Family Trust (indirect) | |
| Hoffman, Meryl, Cooper | Trustee Of Kenneth Hoffman 2016 Family Trust | Dec 2016 (10y) | GP / trustee / elected manager of Kenneth Hoffman 2016 Family Trust (indirect) | |
| Hoffman, William, Lewis | Trustee Of Kenneth Hoffman 2016 Family Trust | Dec 2016 (10y) | GP / trustee / elected manager of Kenneth Hoffman 2016 Family Trust (indirect) | |
| Franz, Robert, Joseph | Partner, Manager And Chief Investment Officer | Jan 2018 (9y) | 25% – 50% | |
| Galanter, Dan, Lorin | Partner And Manager | Jan 2018 (9y) | ≈ 0% – 2.5% via Alcm Gp, Llc | |
| Hoffman, Kenneth, Douglas | Partner, Manager, Director Of Research And Strategy | Jan 2018 (9y) | ≈ 0% – 2.5% via Alcm Gp, Llc | |
| Kodes, Marisa, Chernoff | Chief Compliance Officer | Feb 2020 (7y) | Less than 5% | |
| Peregolise, Matthew, Hayes | Chief Financial Officer | Jun 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Robert J. Franz 2016 Family Trust | Partner | Jan 2018 | A | 10% – 25% |
| Kenneth Hoffman 2016 Family Trust | Partner | Jan 2018 | A | 10% – 25% |
| Alcm Gp, Llc | General Partner | Jan 2018 | A | Less than 5% |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Galanter, Dan, Lorin: 25% – 50% of Alcm Gp, Llc × 0% – 5% direct ≈ 0% – 2.5% of the firm
- Hoffman, Kenneth, Douglas: 25% – 50% of Alcm Gp, Llc × 0% – 5% direct ≈ 0% – 2.5% 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 (5, $5.7B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Arbour Lane Credit Opportunity Fund Iii, L.P. | Private Equity Fund | $2.6B | $0 | 97 |
| Arbour Lane Credit Opportunity Fund Ii, L.P. | Private Equity Fund | $2.3B | $50.0K | 50 |
| Arbour Lane Tx, L.P. | Hedge Fund | $438M | $20.0M | 2 |
| Arbour Lane Hiwassee, Lp. | Hedge Fund | $249M | $0 | 2 |
| Arbour Lane Oasis Fund, L.P. | Hedge Fund | $70.0M | $0 | 2 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Equity League Pension Trust Fund | Board Of Trustees Of The Equity League Pension Trust Fund | 22,180 | $2.4B | 06/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 2.29 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 pooled investment vehicles
- • Other services
Custody
Reported custodians
- State Street $67.3M (1% 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 31, 2026.
View current Form ADV (SEC/IAPD) ↗