Fund family · SEC Form D record

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

VehicleSleeveFirst filedLatest filingFiling recordSEC
ARBOR INVESTMENTS VI-A, L.P.CIK 2002656AFirst sale yet to occurEDGAR
ARBOR INVESTMENTS VI, L.P.CIK 2002655First sale yet to occurEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Fund V

2 vehicles · first filed

VehicleSleeveFirst filedLatest filingFiling recordSEC
ARBOR INVESTMENTS V-A, L.P.CIK 1825558ASold the stated amountEDGAR
ARBOR INVESTMENTS V, L.P.CIK 1825559Sold the stated amountEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Fund IV

1 vehicle · first filed

VehicleSleeveFirst filedLatest filingFiling recordSEC
Arbor Investments IV, L.P.CIK 1678331Sold the stated amountEDGAR

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.