Kyle Manez is a registered investment advisor at Arboretum Investment Advisors, LLC, based in Portsmouth, NH, with 2 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments. Their firm serves 2 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Arboretum Investment Advisors manages alternative investment funds and charges fees ranging from 1.0% to 2.50% of the fund's managed assets annually, depending on factors like account size and asset type. These fees cover various advisory and management activities related to originating, servicing, and monitoring loans and leases within the funds. The firm does not provide investment advisory services directly to individuals participating in the funds.
Location
100 Arboretum Drive, Suite 105, Portsmouth, NH, 03801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kyle is an IAABO referee for basketball and flag football since April 2023. This activity is not investment-related.
Employment History
Current Registrations
Arboretum Investment Advisors, LLC
State Registrations1 state
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