{"url":"https://nivawealth.com/firms/arlington-management-employees-160265","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/160265","regulatoryAum":18194604408,"crd":"160265","secFileNumber":"801-73842","legalName":"Arlington Management Employees, LLC","displayName":"Arlington Management Employees","website":null,"linkedinUrl":"https://www.linkedin.com/company/arlington-capital-partners-llp/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"7373 Wisconsin Ave, Suite 2100","city":"Bethesda","state":"MD","stateName":"Maryland","country":"United States","postalCode":"20814"},"tradeNames":[],"registration":{"secApproved":"28 February 2012","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":32,"advisory":31,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":18194604408,"discretionaryAccounts":5,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":5,"regulatoryAum":18194604408}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Arlington Management Employees has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Brian Foist","title":"Chief Financial Officer and Chief Compliance Officer","crd":"5317186"},{"name":"Matthew Altman","title":"Member","crd":"6028484"},{"name":"Jeffrey Freed","title":"Member","crd":"6028493"},{"name":"Michael Lustbader","title":"Member","crd":"2773625"},{"name":"Peter Manos","title":"Member","crd":"1947829"},{"name":"David Wodlinger","title":"Member","crd":"7531704"}],"ownership":[{"label":"Matthew Altman","detail":"Member in the 25% to 50% ownership band and a control person, since January 2012."},{"label":"Jeffrey Freed","detail":"Member in the 5% to 10% ownership band, since January 2004."},{"label":"Michael Lustbader","detail":"Member in the 25% to 50% ownership band and a control person, since January 2012."},{"label":"Peter Manos","detail":"Member in the 25% to 50% ownership band and a control person, since June 2005."},{"label":"David Wodlinger","detail":"Member in the 10% to 25% ownership band, since January 2023."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[{"state":"Maryland","offices":1,"addresses":[{"street":"7373 Wisconsin Ave, Suite 2100","city":"Bethesda","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"202-337-7500","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":5},"sources":{"adv1FilingDate":"31 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/160265/PDF/160265.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Arlington Management Employees have?","answer":"Arlington Management Employees has 5 clients and manages $18.2 billion for them, as of March 2026.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Arlington Management Employees offer?","answer":"Arlington Management Employees provides portfolio management for pooled vehicles.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Arlington Management Employees have?","answer":"Arlington Management Employees has 0 investment adviser representatives registered with state securities authorities, out of 32 employees, and 31 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Arlington Management Employees?","answer":"Arlington Management Employees’ direct owners are Matthew Altman, Jeffrey Freed, Michael Lustbader, Peter Manos and David Wodlinger, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Arlington Management Employees get paid?","answer":"Arlington Management Employees is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}