Arbour Lane Capital Management Lp
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Overview
Arbour Lane Capital Management Lp is an advisory company located in Stamford, Connecticut. The firm has $4.8 billion in total assets across 11 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management (AUM). Arbour Lane Capital Management Lp has a small group, including 15 financial advisors. Arbour Lane Capital Management Lp does not act as a registered broker-dealer, meaning it cannot buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer company to do so. Securities are tradable financial investments such as bonds, stocks and options.
Arbour Lane Capital Management Lp administers 10 of the company's client assets in a discretionary manner. Discretionary management means that buy and sell choices for the client's account are made by a portfolio manager without needing the client's permission. It also manages one non-discretionary accounts totaling $89.8 million in assets. Arbour Lane Capital Management Lp manages roughly $435.8 million in assets for each customer account. The average financial advisor at Arbour Lane Capital Management Lp oversees fewer than one client account, placing it among the most personalized financial advisor firms in the country.
Arbour Lane Capital Management Lp's main office is located at 700 Canal Street, Stamford, Connecticut 6902. Arbour Lane Capital Management Lp is allowed to serve clients in the state of Connecticut.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Arbour Lane Capital Management Lp by the Numbers
$4.8 billion
24
11
$435.8 million
Fee Structure
Fees charged by financial advisors usually are based on the services offered. However, fees billed by Arbour Lane Capital Management Lp can be comprised of any combination of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm provides services to pooled investment vehicles and other. Out of its 11 clients, Arbour Lane Capital Management Lp's largest client type by number of accounts is pooled investment vehicles. About 18% of its clients are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Arbour Lane Capital Management Lp does not have any disclosures.
Please visit its Form ADV for more details.
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