Jeffrey Adams is a registered investment advisor at Arbor Capital Management, LLC, based in San Mateo, CA, with 14 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Arbor Capital also typically is allocated from each Fund limited partner a performance allocation equal to 20% of net profits (including both realized and unrealized gains and losses) otherwise allocable to such limited partner.
Fee Estimator
Location
155 Bovet Road, Suite 406, San Mateo, CA, 94402
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Arbor Capital Management, LLC
State Registrations1 state
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