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ARLINGTON PARTNERS LLC
CRD 109335File 801-57250
APPROVED
Custody
Filing as of Mar 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.31B
Top 25% of cohort (national)
Discretionary AUM
$2.31B
Clients
16
24 accounts
Employees
14
Top 25% of cohort in AL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Feb 8, 2000
- Principal office
- THE JOHN HAND BUILDING, 2000 MORRIS AVENUE, SUITE 1300, BIRMINGHAM, AL, 35203
- Phone
- 205-488-4300
- Website
- HTTPS://ARLINGTON.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.31B
- Discretionary AUM
- $2.31B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 24
- Non-discretionary accounts
- 0
- Total accounts
- 24
- AUM per client
- $144.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $605.2M |
| Pooled investment vehicles | 15 | $1.71B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | AUM | $1,653,815,454 | $2,311,652,119 | increased by$657,836,665 |
| Apr 1, 2026 | Accounts | 23 | 24 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 39 | 14 | decreased by25 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 169 | 16 | decreased by153 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $6,427,792,177 | $1,653,815,454 | decreased by$4,773,976,723 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 928 | 23 | decreased by905 |
| Apr 1, 2022 | Employees | 30 | 39 | increased by9 |
| Apr 1, 2022 | Clients | 136 | 169 | increased by33 |
| Apr 1, 2022 | AUM | $5,314,485,039 | $6,427,792,177 | increased by$1,113,307,138 |
| Apr 1, 2022 | Accounts | 780 | 928 | increased by148 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ARLINGTON PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ARLINGTON PARTNERS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.