# Arlington Partners LLC

> Arlington Partners LLC is an SEC-registered investment advisory firm in Birmingham, AL, registered since 2000, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 109335
- Filed as: ARLINGTON PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Birmingham, AL
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/109335
- AdvisorCensus page: https://advisorcensus.com/firm/arlington-partners-llc-birmingham-al-109335

## Quick answers

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

**Where is Arlington Partners LLC located?**
Arlington Partners LLC's principal office is in Birmingham, AL, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Arlington Partners LLC registered with the SEC or a state?**
Arlington Partners LLC is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 109335.

**How much does Arlington Partners LLC manage?**
Arlington Partners LLC reports $2,311,652,119 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**How have Arlington Partners LLC's assets and staff changed since 2021?**
In the Form ADV data for Arlington Partners LLC: Regulatory assets under management: $5,314,485,039 in the October 2021 data and $2,311,652,119 in the October 2026 data, down 57%. Total employees: 30 in October 2021 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Arlington Partners LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (15); investment companies (1).

**Does Arlington Partners 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/109335

**What changed in Arlington Partners LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 9 to 11. Regulatory assets under management went from $1,653,815,454 to $2,311,652,119 (+40%). Registered or notice-filed in TX.

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $2,311,652,119
- Discretionary: $2,311,652,119
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 1 | $605,248,456 |
| Pooled investment vehicles (other than investment companies and business development companies) | 15 | $1,706,403,663 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2000 (26 years)
- Employees: 14 total, 11 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, DE, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Franklin, TN

### Websites listed on Form ADV (Item 1.I)
- arlington.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $5,314,485,039 | 30 | March 31, 2021 |
| October 2022 | $6,427,792,177 | 39 | September 13, 2022 |
| October 2023 | $6,097,070,330 | 39 | March 16, 2023 |
| October 2024 | $1,340,641,610 | 12 | July 25, 2024 |
| October 2025 | $1,653,815,454 | 14 | March 28, 2025 |
| October 2026 | $2,311,652,119 | 14 | March 26, 2026 |

Regulatory assets under management: $5,314,485,039 in the October 2021 data and $2,311,652,119 in the October 2026 data, down 57%.
Total employees: 30 in October 2021 and 14 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 9 to 11.
- Regulatory assets under management went from $1,653,815,454 to $2,311,652,119 (+40%).
- Registered or notice-filed in TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Arlington Partners LLC (CRD 109335): Form ADV filing data as of October 2026.