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Est. 2026The front page of wealth managementNew York

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Chief Compliance Officer & General Counsel · Arbor Investments Management, LLC

Andrew J. Perlman

CRD 7842874 · Named on Form ADV at one SEC-registered adviser

At a glance

Arbor Investments Management, LLC, an SEC-registered private fund adviser based in Palm Beach, FL with $3.5 billion in regulatory assets, lists Andrew J. Perlman on its Form ADV as Chief Compliance Officer & General Counsel, a control person.

Firms and roles

AtlasMembers

Andrew’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Andrew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.