ARBORETUM INVESTMENT ADVISORS, LLC
CRD #285753 SEC #801-108591 PORTSMOUTH, NH 603-294-1420
SEC Registered
Total AUM
$44.6M
Discretionary
$44.6M
Employees
18
Clients
--
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2021 | $44.6M | $44.6M | $0 | 18 | 0 |
| Mar 2021 | $158M | $47M | $111M | 18 | 0 |
| Mar 2020 | $137.3M | $43.9M | $93.4M | 18 | 0 |
| May 2019 | $223.2M | $23.8M | $199.4M | 19 | 0 |
| Mar 2019 | $223.2M | $23.8M | $199.4M | 19 | 0 |
| Jan 2019 | $209.8M | $15.9M | $193.9M | 19 | 0 |
| Jan 2019 | $209.8M | $15.9M | $193.9M | 19 | 0 |
| Jul 2018 | $209.8M | $15.9M | $193.9M | 19 | 0 |
| Mar 2018 | $194.1M | $8.2M | $185.9M | 19 | 0 |
| Mar 2017 | $128M | $3.8M | $124.2M | 20 | 1 |
| Oct 2016 | $1.6M | $1.6M | $0 | 20 | 1 |
| Oct 2016 | $1.6M | $1.6M | $0 | 20 | 1 |
DateOct 2021
Total AUM$44.6M
Discretionary$44.6M
Non-Disc.$0
Employees18
Clients0
DateMar 2021
Total AUM$158M
Discretionary$47M
Non-Disc.$111M
Employees18
Clients0
DateMar 2020
Total AUM$137.3M
Discretionary$43.9M
Non-Disc.$93.4M
Employees18
Clients0
DateMay 2019
Total AUM$223.2M
Discretionary$23.8M
Non-Disc.$199.4M
Employees19
Clients0
DateMar 2019
Total AUM$223.2M
Discretionary$23.8M
Non-Disc.$199.4M
Employees19
Clients0
DateJan 2019
Total AUM$209.8M
Discretionary$15.9M
Non-Disc.$193.9M
Employees19
Clients0
DateJan 2019
Total AUM$209.8M
Discretionary$15.9M
Non-Disc.$193.9M
Employees19
Clients0
DateJul 2018
Total AUM$209.8M
Discretionary$15.9M
Non-Disc.$193.9M
Employees19
Clients0
DateMar 2018
Total AUM$194.1M
Discretionary$8.2M
Non-Disc.$185.9M
Employees19
Clients0
DateMar 2017
Total AUM$128M
Discretionary$3.8M
Non-Disc.$124.2M
Employees20
Clients1
DateOct 2016
Total AUM$1.6M
Discretionary$1.6M
Non-Disc.$0
Employees20
Clients1
DateOct 2016
Total AUM$1.6M
Discretionary$1.6M
Non-Disc.$0
Employees20
Clients1