# Arboretum Investment Advisors, LLC

> Arboretum Investment Advisors, LLC is a state-registered investment advisory firm in Portsmouth, NH, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 285753
- Filed as: ARBORETUM INVESTMENT ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Portsmouth, NH
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/285753
- AdvisorCensus page: https://advisorcensus.com/firm/arboretum-investment-advisors-llc-portsmouth-nh-285753

## Quick answers

**How is Arboretum Investment Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Arboretum Investment Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Arboretum Investment Advisors, LLC located?**
Arboretum Investment Advisors, LLC's principal office is in Portsmouth, NH, according to its Form ADV.

**Is Arboretum Investment Advisors, LLC registered with the SEC or a state?**
Arboretum Investment Advisors, LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 285753.

**How much does Arboretum Investment Advisors, LLC manage?**
Arboretum Investment Advisors, LLC reports $14,534,697 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Arboretum Investment Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Arboretum Investment Advisors, LLC: Regulatory assets under management: $158,013,000 in the October 2021 data and $14,534,697 in the October 2026 data, down 91%. Total employees: 18 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Arboretum Investment Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2).

**Does Arboretum Investment Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/285753

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $14,534,697
- Discretionary: $14,534,697
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $14,534,697 |

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

### Firm details
- Registered since: 2021 (4 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- thearboretumgroup.com
- LinkedIn @arboretum-investment-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $158,013,000 | 18 | March 26, 2021 |
| October 2026 | $14,534,697 | 5 | March 31, 2026 |

Regulatory assets under management: $158,013,000 in the October 2021 data and $14,534,697 in the October 2026 data, down 91%.
Total employees: 18 in October 2021 and 5 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Arboretum Investment Advisors, LLC (CRD 285753): Form ADV filing data as of October 2026.