Arbiter Partners
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Overview
Arbiter Partners is an advisory firm based in New York, New York. Arbiter Partners handles $734.2 million in total assets over 22 client accounts, placing it among the larger firms in the nation by assets under management (AUM). It has a small team, including 7 financial advisors. Arbiter Partners is not a registered broker-dealer, meaning the firm cannot buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer firm to do so. Securities are tradable financial assets such as stocks, bonds and options.
Arbiter Partners administers all of its accounts in a discretionary manner. Discretionary management signifies that transaction decisions are made by an investment advisor without needing client approval. Arbiter Partners manages roughly $33.4 million in assets for every account. An average advisor at Arbiter Partners administers around three client accounts, placing it among the most individualized financial advisor firms in the country.
The company's central office is located at 530 Fifth Avenue, New York, New York 10036. Arbiter Partners is allowed to provide services to investors throughout a number of states, including New York and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Arbiter Partners by the Numbers
$734.2 million
12
22
$33.4 million
Fee Structure
Financial management fees usually are based on the financial services provided. Fees charged by the company may include any blend of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
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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
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It provides services to high net worth investors, pooled investment vehicles, charitable organizations and other. Out of its 22 clients, Arbiter Partners's biggest client group is high net worth investors, though it also serves 11 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 under management or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 9% of the firm's accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 52.38%
- Other Individuals - 0%
- Corporations - 38.1%
- Charitable Organizations - 9.52%
* 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
Arbiter Partners does not have any disclosures.
Please visit its Form ADV for more details.
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