# Arlon Advisor LLC

> Arlon Advisor LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 29, 2026.

- CRD: 160635
- Filed as: ARLON ADVISOR LLC
- Also doing business as: ARLON, ARLON GROUP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: June 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/160635
- AdvisorCensus page: https://advisorcensus.com/firm/arlon-advisor-llc-new-york-ny-160635

## Quick answers

**How is Arlon Advisor LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Arlon Advisor 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 Arlon Advisor LLC located?**
Arlon Advisor LLC's principal office is in New York, NY, according to its Form ADV.

**Is Arlon Advisor LLC registered with the SEC or a state?**
Arlon Advisor LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 160635.

**How much does Arlon Advisor LLC manage?**
Arlon Advisor LLC reports $1,176,714,706 in regulatory assets under management in its Form ADV filing dated June 29, 2026 (100% discretionary).

**How have Arlon Advisor LLC's assets and staff changed since 2021?**
In the Form ADV data for Arlon Advisor LLC: Regulatory assets under management: $1,311,094,980 in the October 2021 data and $1,176,714,706 in the October 2026 data, down 10%. Total employees: 50 in October 2021 and 60 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Arlon Advisor LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (20).

**Does Arlon Advisor 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/160635

**What changed in Arlon Advisor LLC's recent Form ADV filings?**
In the July 2026 filing data: Regulatory assets under management went from $1,006,065,074 to $1,176,714,706 (+17%).

## 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: $1,176,714,706
- Discretionary: $1,176,714,706
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 20 | $1,176,714,706 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 60 total, 22 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,311,094,980 | 50 | June 28, 2021 |
| October 2022 | $1,138,765,225 | 60 | June 28, 2022 |
| October 2023 | $1,449,718,495 | 60 | August 7, 2023 |
| October 2024 | $1,111,129,908 | 60 | July 1, 2024 |
| October 2025 | $1,006,065,074 | 60 | June 26, 2025 |
| October 2026 | $1,176,714,706 | 60 | June 29, 2026 |

Regulatory assets under management: $1,311,094,980 in the October 2021 data and $1,176,714,706 in the October 2026 data, down 10%.
Total employees: 50 in October 2021 and 60 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Regulatory assets under management went from $1,006,065,074 to $1,176,714,706 (+17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Arlon Advisor LLC (CRD 160635): Form ADV filing data as of October 2026.