Arlington Management Employees, LLC is a large advisory firm based in Chevy Chase. It manages $1.75 billion of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Maryland.
Arlington Management Employees provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Arlington Management Employees, LLC is $1.75 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 62% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Arlington Management Employees, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Arlington Management Employees is pooled investment vehicles with 3 clients and $1.75 billion of assets under management. Among the 11 most similar advisory firms, Arlington Management Employees has the 5th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $1.75 billion for 3 clients. None of the firm’s clients are foreign persons or businesses.
Arlington Management Employees also advises several private funds. Namely, three private equity funds. The minimum investment commitment required of non-related persons ranges from $2,000,000 to $5,000,000.
The company employs 17 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Arlington Management Employees, LLC performs its advisory services is located at 5425 Wisconsin Avenue, Chevy Chase, MD 20815 3577, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 202-337-7500 or by fax 202-337-7525. The normal business hours are 8:30 am - 6:00 pm on Monday - Friday. You can find more information about the New York firm at arlingtoncap.com.