The Arboretum Group, LLC family of companies is a group of related, independently operated businesses sharing a strong commitment to service, quality and excellence. Through common ownership, yet separate management teams, we provide the breadth of services and strength of an institutional firm while maintaining a personal boutique approach to anticipating our client’s needs and providing service levels beyond expectation. With over 200 years of industry experience amongst our senior management, let our team help your team grow and prosper.
Through our three companies, we are a full-service organization – providing Fund Management, Asset Financing, Servicing and Distribution.
Arboretum Investment Advisors, LLC is an SEC registered investment advisor with a focus on managing funds providing asset-backed financing, dedicated to non-correlated, income producing investment strategies, which are designed to diversify investor portfolios, while striving to create a better investor experience. Arboretum Investment Advisors, LLC currently provides asset management and asset servicing to its own proprietary offerings as well as to third party fund managers.
Arboretum Commercial Finance, LLC is an equipment finance company, providing financing to lower middle-market equipment-intensive businesses in U.S., Canada, European Union, and UK. Our focus is on investments in business-essential, revenue-producing or cost-saving assets with high in-place value. Arboretum Commercial Finance, LLC provides financing for fundamental capital assets in industries such as medical, manufacturing, industrial, technological, energy, agricultural and transportation.
American Elm Distribution Partners, LLC (Member: FINRA / SIPC) is the exclusive selling agent for public and private offerings sponsored by Arboretum Investment Advisors, LLC as well as providing distribution services to third party investment managers.
The Arboretum Group, LLC family shares a strong commitment to service, quality and excellence.Robert Smith, CEO FundVentures
The Arboretum difference is the client experience.
A client-focused way of doing business.
The only definition that matters is your definition of client satisfaction.