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ARLON ADVISOR LLC

NEW YORK, NY · CRD 160635 · IAPD ↗ · 212-207-5200

$1.18BRegulatory AUM
22Advisory reps
60Employees
0Clients
n/aPlanning clients
20Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
August 2024 — ARLON ADVISOR LLC crossed $1B in regulatory AUM ($955.4M -> $1.11B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
33
July 2024 — ARLON ADVISOR LLC reported RAUM down 34% ($1.45B -> $955.4M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.