President · Arbor Investments Management, LLC
John A. Jordan
CRD 7885186 · 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 John A. Jordan on its Form ADV as President, a control person.
Firms and roles
- Arbor Investments Management, LLCPresidentPrivate fund adviser · Palm Beach, FL · $3.5B in regulatory assets
AtlasMembers
John’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Jason L. BoothOf Counsel, Partner, Arbor Investments Management, LLC
- Gregory J. PurcellCo-Chief Executive Officer; Member, Arbor Investments Management, LLC
- Carl S. AllegrettiCo-Chief Executive Officer, Arbor Investments Management, LLC
- James A. FreemanChief Financial Officer, Partner, Arbor Investments Management, LLC
- Andrew J. PerlmanChief Compliance Officer & General Counsel, Arbor Investments Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.