# Arbor Investments Management, LLC

> Arbor Investments Management, LLC is an SEC-registered investment advisory firm in Palm Beach, FL, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 20, 2026.

- CRD: 157442
- Filed as: ARBOR INVESTMENTS MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Palm Beach, FL
- Filing period: October 2026
- Form ADV filing dated: May 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/157442
- AdvisorCensus page: https://advisorcensus.com/firm/arbor-investments-management-llc-palm-beach-fl-157442

## Quick answers

**How is Arbor Investments Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Arbor Investments Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Arbor Investments Management, LLC located?**
Arbor Investments Management, LLC's principal office is in Palm Beach, FL, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Arbor Investments Management, LLC registered with the SEC or a state?**
Arbor Investments Management, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 157442.

**How much does Arbor Investments Management, LLC manage?**
Arbor Investments Management, LLC reports $3,476,578,967 in regulatory assets under management in its Form ADV filing dated May 20, 2026 (100% discretionary).

**How have Arbor Investments Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Arbor Investments Management, LLC: Regulatory assets under management: $2,947,362,537 in the October 2021 data and $3,476,578,967 in the October 2026 data, up 18%. Total employees: 24 in October 2021 and 29 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Arbor Investments Management, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (11).

**Does Arbor Investments Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/157442

**What changed in Arbor Investments Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 24 to 28. Regulatory assets under management went from $4,026,543,849 to $3,476,578,967 (-14%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $3,476,578,967
- Discretionary: $3,476,578,967
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 11 | $3,476,578,967 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other

### Firm details
- Registered since: 2012 (14 years)
- Employees: 29 total, 28 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Chicago, IL

### Websites listed on Form ADV (Item 1.I)
- [arborpic.com](https://arborpic.com)
- Instagram @arborinvestments
- LinkedIn @arbor-investments
- X @arborchicago

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,947,362,537 | 24 | March 31, 2021 |
| October 2022 | $2,748,460,065 | 24 | March 30, 2022 |
| October 2023 | $2,622,160,905 | 25 | June 7, 2023 |
| October 2024 | $3,100,714,996 | 25 | March 21, 2024 |
| October 2025 | $4,026,543,849 | 25 | July 2, 2025 |
| October 2026 | $3,476,578,967 | 29 | May 20, 2026 |

Regulatory assets under management: $2,947,362,537 in the October 2021 data and $3,476,578,967 in the October 2026 data, up 18%.
Total employees: 24 in October 2021 and 29 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 24 to 28.
- Regulatory assets under management went from $4,026,543,849 to $3,476,578,967 (-14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Arbor Investments Management, LLC (CRD 157442): Form ADV filing data as of October 2026.