Arlington Partners LLC

Arlington Partners®, LLC is an Alabama-based registered investment adviser that provides investment advisory services primarily to privately placed pooled investment vehicles known as Arlington-Affiliated Private Funds. The firm is owned by Arlington Holdings, LLC, and is affiliated with Arlington Trust Company® and Arlington Associates, offering a range of wealth management and accounting services. As of December 31, 2024, Arlington Partners managed over $1.6 billion in client assets on a discretionary basis. The firm's investment strategies include global equities, hedged strategies, and real estate/private equity investments, with a focus on valuation-driven decisions and strategic asset allocation. Regarding fees and compensation, Arlington Partners charges Fund Management/Advisory Fees ranging from 0.50% to 1.00% per annum, along with Administrative Service Fees of 0.25% per annum. The firm may also receive performance-based compensation from the Arlington-Affiliated Private Funds. Arlington Trust serves as the custodian for the client assets, and the firm has established a Code of Ethics to address securities-related conduct and conflicts of interest. Clients have the opportunity to exercise Voting Rights associated with their investments, and the firm utilizes Broadridge Financial Solutions for proxy voting services. Arlington Partners has not experienced any reportable events and maintains financial stability.