Arbor Point Advisors is an investment advisor in Lavista with $6.43 bn assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
461050183
SEC advisor number
801-77135
FINRA CRD number
165127
AUM ?
$6.93 bn
(as of 25 Apr 24)
Accounts
28,010
(as of 25 Apr 24)
Employees
2,643
(208 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-NT
Notice of holdings reported by another manager
10 May 24
13F-NT
Notice of holdings reported by another manager
12 Feb 24
13F-NT
Notice of holdings reported by another manager
13 Nov 23
13F-NT
Notice of holdings reported by another manager
10 Aug 23
13F-NT
Notice of holdings reported by another manager
12 May 23
13F-NT
Notice of holdings reported by another manager
10 Feb 23
13F-NT
Notice of holdings reported by another manager
14 Nov 22
13F-NT
Notice of holdings reported by another manager
10 Aug 22
13F-NT
Notice of holdings reported by another manager
4 May 22
13F-NT
Notice of holdings reported by another manager
3 Feb 22