ARBOR INVESTMENTS funds
ARBOR INVESTMENTS has 5 vehicles on the SEC Form D record, in 3 numbered generations, filed from 2016 to 2024. The newest is ARBOR INVESTMENTS VI-A, L.P., first filed Apr 8, 2024. The adviser of record on Form ADV Schedule D is Arbor Investments Management, LLC.
- Vehicles
- 5
- Numbered generations
- 3
- First filing
- 2016
- Latest filing
- Apr 8, 2024
Adviser of record (Form ADV Schedule D) Arbor Investments Management, LLC (CRD 157442)
Names, dates and status as filed on SEC EDGAR. A Form D is a notice of an exempt offering; the SEC does not review or approve it. Grouped by name; see the last question below.
Fund VI
2 vehicles · first filed
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| ARBOR INVESTMENTS VI-A, L.P.CIK 2002656 | A | First sale yet to occur | EDGAR | ||
| ARBOR INVESTMENTS VI, L.P.CIK 2002655 | First sale yet to occur | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund V
2 vehicles · first filed
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| ARBOR INVESTMENTS V-A, L.P.CIK 1825558 | A | Sold the stated amount | EDGAR | ||
| ARBOR INVESTMENTS V, L.P.CIK 1825559 | Sold the stated amount | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund IV
1 vehicle · first filed
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Arbor Investments IV, L.P.CIK 1678331 | Sold the stated amount | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Questions about the ARBOR INVESTMENTS funds
- How many ARBOR INVESTMENTS funds are there?
- The SEC Form D record shows 5 vehicles in 3 numbered generations, the earliest filed Jul 19, 2016 and the latest filing on Apr 8, 2024. By generation: Fund VI (2 vehicles, first filed Apr 8, 2024); Fund V (2 vehicles, first filed Oct 23, 2020); Fund IV (Arbor Investments IV, L.P., first filed Jul 19, 2016).
- What is the latest ARBOR INVESTMENTS fund?
- ARBOR INVESTMENTS VI-A, L.P., which first filed a Form D on Apr 8, 2024. Its own page carries the filed terms, the people named on the form and every filing on EDGAR.
- Who is the adviser to the ARBOR INVESTMENTS funds?
- Arbor Investments Management, LLC (RIA, CRD 157442), joined from Form ADV Schedule D, where an adviser lists each private fund it advises and the fund's Form D file number.
- How much have the ARBOR INVESTMENTS funds raised?
- Each vehicle reports an amount sold and an investor count on its latest Form D or amendment, and those figures are on each vehicle's entity page. The totals by generation are in the AltStreet Terminal (Investor), where master and parallel sleeves that report one family-wide figure are counted once.
- How does AltStreet group these funds into a family?
- By name: the base name minus the fund number, sleeve letters, jurisdiction and legal form, read from each issuer's Form D (lib/edgar/fundFamilies.ts). 'Fund IV' is generation 4; a vehicle whose name carries no number is listed as unnumbered. It is a name-based grouping, not a statement of common control; the filings on each entity page show the related persons as filed.
