Arlington Management Employees, LLC (Chevy Chase)

Name: Arlington Management Employees, LLC
Address: 5425 Wisconsin Avenue, Chevy Chase, MD, 20815 3577
Telephone: 202-337-7500

Arlington Management Employees, LLC is a large advisory firm based in Chevy Chase. It manages $1.75 billion of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Maryland.

Arlington Management Employees provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Arlington Management Employees: assets under management

The assets under management (AUM) of Arlington Management Employees, LLC is $1.75 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 62% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.75 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $582.16 million each.

Arlington Management Employees has custody of $1.41 billion in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Arlington Management Employees, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Arlington Management Employees serves?

The only and largest group of clients of Arlington Management Employees is pooled investment vehicles with 3 clients and $1.75 billion of assets under management. Among the 11 most similar advisory firms, Arlington Management Employees has the 5th highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.75 billion for 3 clients. None of the firm’s clients are foreign persons or businesses.

Arlington Management Employees also advises several private funds. Namely, three private equity funds. The minimum investment commitment required of non-related persons ranges from $2,000,000 to $5,000,000.

Careers at Arlington Management Employees, LLC

The company employs 17 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Irving Knibb	Member-arlington management, llc	1 Nov 1998	Other	6028520
Raymond William Smith	Member-arlington management, llc	1 Nov 1998	25% - 50%	6028827
Paul George Stern	Member-arlington management, llc	1 Nov 1998	25% - 50%	4684705
Robert Irving Knibb	Member-arlington management employees, llc	1 Dec 1998	Other	6028520
Jeffrey Howard Freed	Member-arlington management employees, llc	1 Jan 2004	Other	6028493
Peter Michael Manos	Member-arlington management employees, llc	1 Jun 2005	Other	1947829
Jeffrey Howard Freed	Partner-arlington capital ii, l.p.	1 Jun 2005	25% - 50%	6028493
Robert Irving Knibb	Partner-arlington capital ii, l.p.	1 Jun 2005	Other	6028520
Perry Winter Steiner	Partner-arlington capital ii, l.p.	1 Jun 2005	Other	2844287
L.L.C. Arlington Management Ii	Partner-arlington capital ii, l.p.	1 Jun 2005	Other	20-1034876
Matthew Keith Buckley	Chief financial officer/chief compliance officer-arlington management employees, llc	1 Mar 2007	Other	6028535
L.L.C. Arlington Management Iii	Partner-arlington capital iii, l.p.	1 Aug 2009	Other	20-4018750
Matthew Lawrence Altman	Partner-arlington capital iii, l.p.	1 Aug 2009	Other	6028484
Jeffrey Howard Freed	Partner-arlington capital iii, l.p.	1 Aug 2009	25% - 50%	6028493
Michael Howard Lustbader	Partner-arlington capital iii, l.p.	1 Aug 2009	Other	2773625
Peter Michael Manos	Partner-arlington capital iii, l.p.	1 Aug 2009	25% - 50%	1947829
Perry Winter Steiner	Partner-arlington capital iii, l.p.	1 Aug 2009	Other	2844287
Matthew Lawrence Altman	Partner-arlington capital ii, l.p.	1 Feb 2011	Other	6028484
Michael Howard Lustbader	Partner-arlington capital ii, l.p.	1 Feb 2011	Other	2773625
Matthew Lawrence Altman	Member-arlington management employees, llc	1 Jan 2012	Other	6028484
Michael Howard Lustbader	Member-arlington management employees, llc	1 Jan 2012	Other	2773625
L.L.C. Arlington Management Iv	Partner-arlington capital iv, l.p.	1 Apr 2016	Other	81-2470268
Matthew Lawrence Altman	Partner-arlington capital iv, l.p.	1 Apr 2016	25% - 50%	6028484
Jeffrey Howard Freed	Partner-arlington capital iv, l.p.	1 Apr 2016	Other	6028493
Michael Howard Lustbader	Partner-arlington capital iv, l.p.	1 Apr 2016	Other	2773625
Peter Michael Manos	Partner-arlington capital iv, l.p.	1 Apr 2016	25% - 50%	1947829
Rona Kennedy	Chief financial officer/chief compliance officer-arlington management employees, llc	1 Nov 2016	Other	4897338
Deneshea Lynnel Phelps	Chief financial officer/chief compliance officer	1 Jun 2017	Other	6815825

Based in Chevy Chase

The principal office where Arlington Management Employees, LLC performs its advisory services is located at 5425 Wisconsin Avenue, Chevy Chase, MD 20815 3577, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 202-337-7500 or by fax 202-337-7525. The normal business hours are 8:30 am - 6:00 pm on Monday - Friday. You can find more information about the New York firm at arlingtoncap.com.