Arboretum Investment Advisors manages publicly registered direct participation programs and private funds. They provide investment advisory and management services to these funds, aligning with each fund's investment objectives. Arboretum Investment Advisors does not provide investment advisory services to individuals that participate in these funds. Fees are negotiable and depend on factors like account size and asset type.
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.