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ARBORETUM INVESTMENT ADVISORS, LLC
CRD 285753 · SEC 801-108591
100 ARBORETUM DRIVE, SUITE 105, PORTSMOUTH, NH, 03801, United States
Phone
603-294-1420
Fax
603-783-5730
Registration
— (—)
Source
State registered
Total AUM
$14.5M
Discretionary AUM
$14.5M
Team
5 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 2 | $14.5M |
All web addresses on file
Official SEC filing: View on IAPD