Arbor Investments Management

Private Equity SEC-registered adviser

Legal name: Arbor Investments Management, LLC

Palm Beach, FL Website LinkedIn X

AUM

$3.5B
Regulatory AUM

Private funds

11
Private Equity 11

Private fund assets

$3.5B
Gross asset value

Employees

29

Last Form D raise

Apr 2024
Most recent fund filing

From SEC Form ADV filing (filed May 20, 2026). View on SEC

People(5)

Owners and executive officers named on the firm's SEC Form ADV.

C
Carl Allegretti
Co-Chief Executive Officer
Source: SEC Form ADV
G
Gregory Purcell
Co-Chief Executive Officer; Member
Source: SEC Form ADV
J
James Freeman
Chief Financial Officer, Partner
Source: SEC Form ADV
J
Jason Booth
Of Counsel, Partner
Source: SEC Form ADV
J
John Jordan
President
Source: SEC Form ADV

Funds(11)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Arbor Investments VI, L.P.Private Equity$629.9M——Apr 2024Cold
Arbor Investments Vi-A, L.P.Private Equity$579.6M——Apr 2024Cold
Arbor Investments V, L.P.Private Equity$640.8M$1.5B136Oct 2020Cold
Arbor Investments V-A, L.P.Private Equity$493.5M$1.5B136Oct 2020Cold
Arbor Debt Opportunities Fund II, L.P.Private Equity$84.3M$168.8M44Oct 2020Cold
Arbor Debt Opportunities Fund Ii-A, L.P.Private Equity$19.2M$168.8M44Oct 2020Cold
Arbor Investments IV, L.P.Private Equity$943.3M$765.0M109Jul 2016Cold
Arbor Debt Opportunities Fund I, L.P.Private Equity$36.9M$125.0M27Jul 2016Cold
Arbor Investments III, L.P.Private Equity$44.4M———
Arbor Affiliates Fund IV, L.P.Private Equity$4.4M———
Arbor Affiliates Fund III, L.P.Private Equity$161K———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
157442
SEC file number
801-73487

Sources