# ARBOR INVESTMENTS MANAGEMENT, LLC

ARBOR INVESTMENTS MANAGEMENT, LLC of PALM BEACH, FL is an SEC-registered investment adviser.

## Registration

- CRD: 157442
- Type: SEC-registered investment adviser
- SEC file number: 801-73487
- Location: 209 PHIPPS PLAZA, PALM BEACH, FL, 33480
- Phone: 312-981-3770
- Latest filing: 2026-05-20
- Regulatory AUM: $3.5B
- Discretionary AUM: $3.5B
- Clients: 29
- Accounts: 11

## Business model

- Compensation: % of AUM, Performance, Other
- Clients served: Investment cos, Other

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| [Jason Lee Booth](https://search.stillhousedata.com/person/691125) | GENERAL COUNSEL, PARTNER; OF COUNSEL, PARTNER | — |
| [Gregory Joseph Purcell](https://search.stillhousedata.com/person/691126) | CO-CHIEF EXECUTIVE OFFICER; MEMBER | — |
| [Carl Scott Allegretti](https://search.stillhousedata.com/person/691127) | CO-CHIEF EXECUTIVE OFFICER | — |
| [James Armin Freeman](https://search.stillhousedata.com/person/691128) | CHIEF FINANCIAL OFFICER, PARTNER | — |
| [Andrew Jacob Perlman](https://search.stillhousedata.com/person/691129) | CHIEF COMPLIANCE OFFICER & ASSOCIATE GENERAL COUNSEL; CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | — |
| [John Anthony Jordan](https://search.stillhousedata.com/person/691130) | CHIEF OPERATING OFFICER; PRESIDENT | — |
| [FOSTER MARK DAVID](https://search.stillhousedata.com/person/746470) | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER, PARTNER | — |
| [PURCELL GREGORY JOSEPH](https://search.stillhousedata.com/person/825339) | CHIEF EXECUTIVE OFFICER; MEMBER; OWNER | — |
| [CAMPOLO JOSEPH P](https://search.stillhousedata.com/person/825340) | OWNER | — |
| [BOOTH JASON LEE](https://search.stillhousedata.com/person/825341) | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL; CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, PARTNER (+1 more) | — |
| [ALLEGRETTI CARL SCOTT](https://search.stillhousedata.com/person/871618) | PRESIDENT | — |
| [FREEMAN JAMES ARMIN](https://search.stillhousedata.com/person/872667) | CHIEF FINANCIAL OFFICER, PARTNER | — |
| [PERLMAN ANDREW JACOB](https://search.stillhousedata.com/person/877807) | CHIEF COMPLIANCE OFFICER & ASSOCIATE GENERAL COUNSEL | — |
| [JORDAN JOHN ANTHONY](https://search.stillhousedata.com/person/879861) | CHIEF OPERATING OFFICER | — |


## Private funds (11)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| ARBOR INVESTMENTS IV, L.P. | Private Equity Fund | Delaware | 114 | $943.3M | $200K |
| ARBOR INVESTMENTS V, L.P. | Private Equity Fund | Delaware | 95 | $640.8M | $100K |
| ARBOR INVESTMENTS VI, L.P. | Private Equity Fund | Delaware | 86 | $629.9M | $100K |
| ARBOR INVESTMENTS VI-A, L.P. | Private Equity Fund | Delaware | 43 | $579.6M | $100K |
| ARBOR INVESTMENTS V-A, L.P. | Private Equity Fund | Delaware | 58 | $493.5M | $100K |
| ARBOR DEBT OPPORTUNITIES FUND II, L.P. | Private Equity Fund | Delaware | 35 | $84.3M | $250K |
| ARBOR INVESTMENTS III, L.P. | Private Equity Fund | Delaware | 71 | $44.4M | $200K |
| ARBOR DEBT OPPORTUNITIES FUND I, L.P. | Private Equity Fund | Delaware | 27 | $36.9M | $100K |
| ARBOR DEBT OPPORTUNITIES FUND II-A, L.P. | Private Equity Fund | Delaware | 8 | $19.2M | $250K |
| ARBOR AFFILIATES FUND IV, L.P. | Private Equity Fund | Delaware | 10 | $4.4M | $200K |
| ARBOR AFFILIATES FUND III, L.P. | Private Equity Fund | Delaware | 6 | $161K | $200K |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| CHICAGO | IL | 29 | 312-981-3770 |
| CHICAGO | IL | 29 | 312-981-3770 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/157442/brochure
- Similar advisers: https://search.stillhousedata.com/firm/157442/similar
- Related entities: https://search.stillhousedata.com/firm/157442/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/157442

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.