ARLINGTON PARTNERS LLC

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Arlington Partners is based out of Birmingham. Arlington Partners is a hedge fund with 169 clients and discretionary assets under management (AUM) of $3,369,532,017 (Form ADV from 2022-09-13). Their last reported 13F filing for Q3 2022 included $249,400,000 in managed 13F securities and a top 10 holdings concentration of 58.23%. Arlington Partners's largest holding is Vanguard High Dividend Yield Indx ETF with shares held of 427,583. Arlington Partners has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 46 13F filings

09/30/2022

13F Activity

  • Market Value $249.4 Million
  • Prior Market Value $301.353 Million
  • New Purchases0 stocks
  • Additional Purchases21 stocks
  • Sold out of109 stocks
  • Reduced holdings in105 stocks
  • Top 10 Holdings % 58.23 %
  • Turnover % [1]:29.95%
  • Turnover Alt % [2]: 3.19 %
  • Time Held Top20:8.30 quarters
  • Time Held Top10:5.90 quarters
  • Time Held All:7.92 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

09/30/2022

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2022-11-14

Performance for Q3 2022: -6.36%
Performance Last 4 Quarters: -4.48%
Performance Metrics
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Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
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Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

ARLINGTON PARTNERS LLC
Classified as Hedge Fund
THE JOHN HAND BUILDING 2000 MORRIS AVENUE, SUITE 1300
BIRMINGHAM AL    35203
Country: United States

Business Phone: 205-488-4300
Fax: 205-650-1930
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: AL
Number of employees: 39
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees,Performance-based fees,PERCENTAGE OF ASSETS UNDER ADVISEMENT
Amount of client funds and securities: 0
Total Number of Clients: 169
Amount of client funds and securities by related persons: 6,394,900,000
Total Number of clients from related persons: 154
Disclosures:
Data above was derived from SEC filings.

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ARLINGTON PARTNERS LLC

ownership team - last updated 2022-09-13
Name Title Start Date Direct/Indirect % Ownership

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
ARLINGTON PRIVATE EQUITY FUND II, LLC United States 805-3576062371 Private Equity Fund 6,995,765 500,000 Fund of Funds
ARLINGTON GLOBAL VALUE FUND, LP United States 805-6491702216 Other Private Fund LONG ONLY GLOBAL EQUITY 297,732,814 500,000 Fund of Funds
ARLINGTON AGG II, LLC United States 805-3603183427 Real Estate Fund 429,150 250,000
MILO'S HOLDINGS LLC United States 805-5649687174 Private Equity Fund 29,758,178 250,000
RFG CAPITAL III, LLC United States 805-8825969087 Private Equity Fund 1,128,204 1
GAC CAPITAL, LLC United States 805-6936796288 Private Equity Fund 54,904,404 250,000
ARLINGTON PRIVATE EQUITY FUND III, LLC United States 805-1398860483 Private Equity Fund 16,604,943 500,000 Fund of Funds
ARLINGTON DIVERSIFIED FUND LLC United States 805-4769238712 Hedge Fund 241,935,851 500,000 Fund of Funds
ARLINGTON AGG III, LLC United States 805-5486228858 Real Estate Fund 907,332 250,000
ARLINGTON AGG I, LLC United States 805-9130384264 Real Estate Fund 1,411,518 250,000
HIGH HAMPTON HOLDINGS, LLC United States 805-2515282934 Real Estate Fund 48,987,679 500,000
ARLINGTON PRIVATE EQUITY FUND V, LLC United States 805-5546871791 Private Equity Fund 18,278,224 250,000 Fund of Funds
RFG CAPITAL II, LLC United States 805-9767254905 Private Equity Fund 4,087,340 1
ARLINGTON PRIVATE EQUITY FUND IV, LLC United States 805-7239516135 Private Equity Fund 32,238,428 500,000 Fund of Funds
ARLINGTON INCOME FUND, LLC United States 805-7471891768 Other Private Fund HEDGED AND PRIVATE CAPITAL 168,224,157 100,000 Fund of Funds

ARLINGTON PARTNERS LLC

ownership team - last updated 2022-03-31
Name Title Start Date Direct/Indirect % Ownership
POLK, KENNETH, HOWELL CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER 06/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARLINGTON PARTNERS LLC MANAGING MEMBER/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER direct 2010-02-01
DIXON ODOM FINANCIAL ADVISORS LLC MANAGING MEMBER direct 2000-01-01 2009-10-08
ARLINGTON PARTNERS LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2010-02-01 2013-02-12
BARBER, PETER, EARL MANAGING DIRECTOR, FAMILY WEALTH PLANNING 11/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARLINGTON PARTNERS LLC MEMBER/DIRECTOR OF FINANCIAL SERVICES/FAMILY WEALTH ADVISOR direct 2013-01-01
CAPITAL STRATEGIES ADVISORS, INC ASSISTANT SECRETARY direct 2001-02-01 2003-03-26
THE L. WARNER COMPANIES, INC ASSISTANT SECRETARY direct 2001-02-01 2003-06-19
RA BENCH INC. ASSISTANT SECRETARY direct 2001-02-01 2004-04-07
ARLINGTON PARTNERS LLC DIRECTOR OF FINANCIAL PLANNING SERVICES direct 2009-11-01 2012-08-13
ARLINGTON PARTNERS LLC MANAGING MEMBER/DIRECTOR OF FINANCIAL PLANNING SERVICES direct 2013-01-01 2013-02-12
LEVANT, WILLIAM, ANTHONY CHIEF INVESTMENT STRATEGIST 01/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARLINGTON PARTNERS LLC CHIEF INVESTMENT STRATEGIST direct 2007-01-01
ARLINGTON PARTNERS LLC CHIEF INVESTMENT OFFICER direct 2007-01-01
VANLANDINGHAM, EMILY CHIEF OPERATING OFFICER 01/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARLINGTON PARTNERS LLC CHIEF OPERATING OFFICER direct 2010-01-01
ARLINGTON PARTNERS LLC MEMBER/CHIEF OPERATING OFFICER direct 2013-07-01
ROBBINS, ELLIOT, BRADFORD FAMILY WEALTH PLANNING OFFICER 07/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARLINGTON PARTNERS LLC MEMBER direct 2017-01-01
ROWE, STEPHEN, J GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARLINGTON PARTNERS LLC MEMBER AND GENERAL COUNSEL direct 2017-01-01
ARLINGTON PARTNERS LLC MEMBER direct 2017-01-01
ARLINGTON HOLDINGS, LLC PARENT COMPANY/MEMBER 06/01/2003 Direct 75% or more
Fund Name Position direct/indirect start date end date
ARLINGTON PARTNERS LLC PARENT COMPANY/MEMBER direct 2003-06-01
POLK, KENNETH, HOWELL EXECUTIVE OFFICER ARLINGTON HOLDINGS, LLC 01/01/2003 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
ARLINGTON PARTNERS LLC MANAGING MEMBER/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER direct 2010-02-01
DIXON ODOM FINANCIAL ADVISORS LLC MANAGING MEMBER direct 2000-01-01 2009-10-08
ARLINGTON PARTNERS LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2010-02-01 2013-02-12
ARLINGTON MANAGEMENT COMPANY, INC MANAGER ARLINGTON HOLDINGS, LLC 07/01/2012 Indirect Other
Fund Name Position direct/indirect start date end date
ARLINGTON PARTNERS LLC MANAGER indirect 2012-07-01
BARBER, PETER, EARL EXECUTIVE OFFICER ARLINGTON HOLDINGS, LLC 01/01/2013 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
ARLINGTON PARTNERS LLC MEMBER/DIRECTOR OF FINANCIAL SERVICES/FAMILY WEALTH ADVISOR direct 2013-01-01
CAPITAL STRATEGIES ADVISORS, INC ASSISTANT SECRETARY direct 2001-02-01 2003-03-26
THE L. WARNER COMPANIES, INC ASSISTANT SECRETARY direct 2001-02-01 2003-06-19
RA BENCH INC. ASSISTANT SECRETARY direct 2001-02-01 2004-04-07
ARLINGTON PARTNERS LLC DIRECTOR OF FINANCIAL PLANNING SERVICES direct 2009-11-01 2012-08-13
ARLINGTON PARTNERS LLC MANAGING MEMBER/DIRECTOR OF FINANCIAL PLANNING SERVICES direct 2013-01-01 2013-02-12
VANLANDINGHAM, EMILY EXECUTIVE OFFICER ARLINGTON HOLDINGS, LLC 07/01/2013 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
ARLINGTON PARTNERS LLC CHIEF OPERATING OFFICER direct 2010-01-01
ARLINGTON PARTNERS LLC MEMBER/CHIEF OPERATING OFFICER direct 2013-07-01
ROWE, STEPHEN, J EXECUTIVE OFFICER ARLINGTON HOLDINGS, LLC 01/01/2017 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
ARLINGTON PARTNERS LLC MEMBER AND GENERAL COUNSEL direct 2017-01-01
ARLINGTON PARTNERS LLC MEMBER direct 2017-01-01
MAIN STREET CAPITAL, LLC MEMBER ARLINGTON HOLDINGS, LLC 09/01/2021 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
ARLINGTON PARTNERS LLC MEMBER indirect 2021-09-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
ARLINGTON PRIVATE EQUITY FUND II, LLC United States 805-3576062371 Private Equity Fund 6,995,765 500,000 Fund of Funds
ARLINGTON GLOBAL VALUE FUND, LP United States 805-6491702216 Other Private Fund LONG ONLY GLOBAL EQUITY 297,732,814 500,000 Fund of Funds
ARLINGTON AGG II, LLC United States 805-3603183427 Real Estate Fund 429,150 250,000
MILO'S HOLDINGS LLC United States 805-5649687174 Private Equity Fund 29,758,178 250,000
RFG CAPITAL III, LLC United States 805-8825969087 Private Equity Fund 1,128,204 1
GAC CAPITAL, LLC United States 805-6936796288 Private Equity Fund 54,904,404 250,000
ARLINGTON PRIVATE EQUITY FUND III, LLC United States 805-1398860483 Private Equity Fund 16,604,943 500,000 Fund of Funds
ARLINGTON DIVERSIFIED FUND LLC United States 805-4769238712 Hedge Fund 241,935,851 500,000 Fund of Funds
ARLINGTON AGG III, LLC United States 805-5486228858 Real Estate Fund 907,332 250,000
ARLINGTON AGG I, LLC United States 805-9130384264 Real Estate Fund 1,411,518 250,000
HIGH HAMPTON HOLDINGS, LLC United States 805-2515282934 Real Estate Fund 48,987,679 500,000
ARLINGTON PRIVATE EQUITY FUND V, LLC United States 805-5546871791 Private Equity Fund 18,278,224 250,000 Fund of Funds
RFG CAPITAL II, LLC United States 805-9767254905 Private Equity Fund 4,087,340 1
ARLINGTON PRIVATE EQUITY FUND IV, LLC United States 805-7239516135 Private Equity Fund 32,238,428 500,000 Fund of Funds
ARLINGTON INCOME FUND, LLC United States 805-7471891768 Other Private Fund HEDGED AND PRIVATE CAPITAL 168,224,157 100,000 Fund of Funds

ARLINGTON PARTNERS LLC

ownership team - last updated 2021-03-31
Name Title Start Date Direct/Indirect % Ownership
POLK, KENNETH, HOWELL MANAGING MEMBER/CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER 10/01/2019 Direct 75% or more
Fund Name Position direct/indirect start date end date
ARLINGTON PARTNERS LLC MANAGING MEMBER/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER direct 2010-02-01
DIXON ODOM FINANCIAL ADVISORS LLC MANAGING MEMBER direct 2000-01-01 2009-10-08
ARLINGTON PARTNERS LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2010-02-01 2013-02-12
BARBER, PETER, EARL MEMBER/MANAGING DIRECTOR, FAMILY WEALTH PLANNING 10/01/2013 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
ARLINGTON PARTNERS LLC MEMBER/DIRECTOR OF FINANCIAL SERVICES/FAMILY WEALTH ADVISOR direct 2013-01-01
CAPITAL STRATEGIES ADVISORS, INC ASSISTANT SECRETARY direct 2001-02-01 2003-03-26
THE L. WARNER COMPANIES, INC ASSISTANT SECRETARY direct 2001-02-01 2003-06-19
RA BENCH INC. ASSISTANT SECRETARY direct 2001-02-01 2004-04-07
ARLINGTON PARTNERS LLC DIRECTOR OF FINANCIAL PLANNING SERVICES direct 2009-11-01 2012-08-13
ARLINGTON PARTNERS LLC MANAGING MEMBER/DIRECTOR OF FINANCIAL PLANNING SERVICES direct 2013-01-01 2013-02-12
LEVANT, WILLIAM, ANTHONY CHIEF INVESTMENT STRATEGIST 01/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARLINGTON PARTNERS LLC CHIEF INVESTMENT STRATEGIST direct 2007-01-01
ARLINGTON PARTNERS LLC CHIEF INVESTMENT OFFICER direct 2007-01-01
VANLANDINGHAM, EMILY MEMBER/CHIEF OPERATING OFFICER 07/01/2013 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
ARLINGTON PARTNERS LLC CHIEF OPERATING OFFICER direct 2010-01-01
ARLINGTON PARTNERS LLC MEMBER/CHIEF OPERATING OFFICER direct 2013-07-01
Robbins, Elliot, B MEMBER 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARLINGTON PARTNERS LLC MEMBER direct 2017-01-01
Rowe, Stephen, J MEMBER/GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER 10/01/2017 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
ARLINGTON PARTNERS LLC MEMBER AND GENERAL COUNSEL direct 2017-01-01
ARLINGTON PARTNERS LLC MEMBER direct 2017-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
ARLINGTON PRIVATE EQUITY FUND II, LLC United States 805-3576062371 Private Equity Fund 7,282,565 500,000 Fund of Funds
ARLINGTON GLOBAL VALUE FUND, LP United States 805-6491702216 Other Private Fund LONG ONLY GLOBAL EQUITY 214,624,269 500,000 Fund of Funds
ARLINGTON AGG II, LLC United States 805-3603183427 Real Estate Fund 550,884 250,000 Fund of Funds
MILO'S HOLDINGS LLC United States 805-5649687174 Private Equity Fund 29,533,811 250,000
ARLINGTON PRIVATE EQUITY FUND III, LLC United States 805-1398860483 Private Equity Fund 34,565,497 500,000 Fund of Funds
ARLINGTON DIVERSIFIED FUND LLC United States 805-4769238712 Hedge Fund 201,319,091 500,000 Fund of Funds
ARLINGTON AGG III, LLC United States 805-5486228858 Real Estate Fund 1,027,266 124,950 Fund of Funds
ARLINGTON AGG I, LLC United States 805-9130384264 Real Estate Fund 1,474,231 250,000 Fund of Funds
HIGH HAMPTON HOLDINGS, LLC United States 805-2515282934 Real Estate Fund 77,785,337 500,000
ARLINGTON PRIVATE EQUITY FUND V, LLC United States 805-5546871791 Private Equity Fund 750,009 250,000 Fund of Funds
RFG CAPITAL II United States 805-9767254905 Private Equity Fund 4,051,669 1
ARLINGTON PRIVATE EQUITY FUND IV, LLC United States 805-7239516135 Private Equity Fund 16,255,564 500,000 Fund of Funds
ARLINGTON INCOME FUND, LLC United States 805-7471891768 Hedge Fund 3,000,000 100,000 Fund of Funds

ARLINGTON PARTNERS LLC

ownership team - last updated 2020-05-01
Name Title Start Date Direct/Indirect % Ownership
POLK, KENNETH, HOWELL MANAGING MEMBER/CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER 10/01/2019 Direct 75% or more
Fund Name Position direct/indirect start date end date
ARLINGTON PARTNERS LLC MANAGING MEMBER/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER direct 2010-02-01
DIXON ODOM FINANCIAL ADVISORS LLC MANAGING MEMBER direct 2000-01-01 2009-10-08
ARLINGTON PARTNERS LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2010-02-01 2013-02-12
BARBER, PETER, EARL MEMBER/MANAGING DIRECTOR, FAMILY WEALTH PLANNING 10/01/2013 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
ARLINGTON PARTNERS LLC MEMBER/DIRECTOR OF FINANCIAL SERVICES/FAMILY WEALTH ADVISOR direct 2013-01-01
CAPITAL STRATEGIES ADVISORS, INC ASSISTANT SECRETARY direct 2001-02-01 2003-03-26
THE L. WARNER COMPANIES, INC ASSISTANT SECRETARY direct 2001-02-01 2003-06-19
RA BENCH INC. ASSISTANT SECRETARY direct 2001-02-01 2004-04-07
ARLINGTON PARTNERS LLC DIRECTOR OF FINANCIAL PLANNING SERVICES direct 2009-11-01 2012-08-13
ARLINGTON PARTNERS LLC MANAGING MEMBER/DIRECTOR OF FINANCIAL PLANNING SERVICES direct 2013-01-01 2013-02-12
LEVANT, WILLIAM, ANTHONY CHIEF INVESTMENT STRATEGIST 01/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARLINGTON PARTNERS LLC CHIEF INVESTMENT STRATEGIST direct 2007-01-01
ARLINGTON PARTNERS LLC CHIEF INVESTMENT OFFICER direct 2007-01-01
VANLANDINGHAM, EMILY MEMBER/CHIEF OPERATING OFFICER 07/01/2013 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
ARLINGTON PARTNERS LLC CHIEF OPERATING OFFICER direct 2010-01-01
ARLINGTON PARTNERS LLC MEMBER/CHIEF OPERATING OFFICER direct 2013-07-01
LOGAN, GREGORY, P. MEMBER 02/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARLINGTON PARTNERS LLC MEMBER direct 2010-02-01
ARLINGTON PARTNERS LLC MANAGING MEMBER direct 2010-02-01
Robbins, Elliot, B MEMBER 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARLINGTON PARTNERS LLC MEMBER direct 2017-01-01
Rowe, Stephen, J MEMBER/GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER 10/01/2017 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
ARLINGTON PARTNERS LLC MEMBER AND GENERAL COUNSEL direct 2017-01-01
ARLINGTON PARTNERS LLC MEMBER direct 2017-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
HIGH HAMPTON HOLDINGS, LLC United States 805-2515282934 Real Estate Fund 61,247,501 500,000
ARLINGTON PRIVATE EQUITY FUND II, LLC United States 805-3576062371 Private Equity Fund 8,758,078 500,000 Fund of Funds
ARLINGTON GLOBAL VALUE FUND, LP United States 805-6491702216 Other Private Fund LONG ONLY GLOBAL EQUITY 164,065,026 500,000 Fund of Funds
MILO'S HOLDINGS LLC United States 805-5649687174 Private Equity Fund 24,134,343 250,000
ARLINGTON PRIVATE EQUITY FUND III, LLC United States 805-1398860483 Private Equity Fund 13,003,281 500,000 Fund of Funds
ARLINGTON DIVERSIFIED FUND LLC United States 805-4769238712 Hedge Fund 163,901,223 500,000 Fund of Funds
ARLINGTON AGG III, LLC United States 805-5486228858 Real Estate Fund 1,131,824 124,950 Fund of Funds
ARLINGTON AGG I, LLC United States 805-9130384264 Real Estate Fund 1,521,237 250,000 Fund of Funds
ARLINGTON AGG II, LLC United States 805-3603183427 Real Estate Fund 589,885 250,000 Fund of Funds
ARLINGTON PRIVATE EQUITY FUND IV, LLC United States 805-7239516135 Private Equity Fund 8,810,485 500,000 Fund of Funds
RFG CAPITAL II United States 805-9767254905 Private Equity Fund 2,589,058 1

ARLINGTON PARTNERS LLC

ownership team - last updated 2020-03-30
Name Title Start Date Direct/Indirect % Ownership

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
HIGH HAMPTON HOLDINGS, LLC United States 805-2515282934 Real Estate Fund 61,247,501 500,000
ARLINGTON PRIVATE EQUITY FUND II, LLC United States 805-3576062371 Private Equity Fund 8,758,078 500,000 Fund of Funds
ARLINGTON GLOBAL VALUE FUND, LP United States 805-6491702216 Other Private Fund LONG ONLY GLOBAL EQUITY 164,065,026 500,000 Fund of Funds
MILO'S HOLDINGS LLC United States 805-5649687174 Private Equity Fund 24,134,343 250,000
ARLINGTON PRIVATE EQUITY FUND III, LLC United States 805-1398860483 Private Equity Fund 13,003,281 500,000 Fund of Funds
ARLINGTON DIVERSIFIED FUND LLC United States 805-4769238712 Hedge Fund 163,901,223 500,000 Fund of Funds
ARLINGTON AGG III, LLC United States 805-5486228858 Real Estate Fund 1,131,824 124,950 Fund of Funds
ARLINGTON AGG I, LLC United States 805-9130384264 Real Estate Fund 1,521,237 250,000 Fund of Funds
ARLINGTON AGG II, LLC United States 805-3603183427 Real Estate Fund 589,885 250,000 Fund of Funds
ARLINGTON PRIVATE EQUITY FUND IV, LLC United States 805-7239516135 Private Equity Fund 8,810,485 500,000 Fund of Funds
RFG CAPITAL II United States 805-9767254905 Private Equity Fund 2,589,058 1

ARLINGTON PARTNERS LLC

ownership team - last updated 2019-12-02
Name Title Start Date Direct/Indirect % Ownership
POLK, KENNETH, HOWELL MANAGING MEMBER/CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER 10/01/2019 Direct 75% or more
Fund Name Position direct/indirect start date end date
ARLINGTON PARTNERS LLC MANAGING MEMBER/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER direct 2010-02-01
DIXON ODOM FINANCIAL ADVISORS LLC MANAGING MEMBER direct 2000-01-01 2009-10-08
ARLINGTON PARTNERS LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2010-02-01 2013-02-12
BARBER, PETER, EARL MEMBER/MANAGING DIRECTOR, FAMILY WEALTH PLANNING 10/01/2019 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
ARLINGTON PARTNERS LLC MEMBER/DIRECTOR OF FINANCIAL SERVICES/FAMILY WEALTH ADVISOR direct 2013-01-01
CAPITAL STRATEGIES ADVISORS, INC ASSISTANT SECRETARY direct 2001-02-01 2003-03-26
THE L. WARNER COMPANIES, INC ASSISTANT SECRETARY direct 2001-02-01 2003-06-19
RA BENCH INC. ASSISTANT SECRETARY direct 2001-02-01 2004-04-07
ARLINGTON PARTNERS LLC DIRECTOR OF FINANCIAL PLANNING SERVICES direct 2009-11-01 2012-08-13
ARLINGTON PARTNERS LLC MANAGING MEMBER/DIRECTOR OF FINANCIAL PLANNING SERVICES direct 2013-01-01 2013-02-12
LEVANT, WILLIAM, ANTHONY CHIEF INVESTMENT STRATEGIST 01/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARLINGTON PARTNERS LLC CHIEF INVESTMENT STRATEGIST direct 2007-01-01
ARLINGTON PARTNERS LLC CHIEF INVESTMENT OFFICER direct 2007-01-01
VANLANDINGHAM, EMILY MEMBER/CHIEF OPERATING OFFICER 07/01/2013 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
ARLINGTON PARTNERS LLC CHIEF OPERATING OFFICER direct 2010-01-01
ARLINGTON PARTNERS LLC MEMBER/CHIEF OPERATING OFFICER direct 2013-07-01
LOGAN, GREGORY, P. MEMBER 02/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARLINGTON PARTNERS LLC MEMBER direct 2010-02-01
ARLINGTON PARTNERS LLC MANAGING MEMBER direct 2010-02-01
Robbins, Elliot, B MEMBER 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARLINGTON PARTNERS LLC MEMBER direct 2017-01-01
Rowe, Stephen, J MEMBER/GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER 10/01/2019 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
ARLINGTON PARTNERS LLC MEMBER AND GENERAL COUNSEL direct 2017-01-01
ARLINGTON PARTNERS LLC MEMBER direct 2017-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
HIGH HAMPTON HOLDINGS, LLC United States 805-2515282934 Real Estate Fund 47,468,052 500,000
ARLINGTON PRIVATE EQUITY FUND II, LLC United States 805-3576062371 Private Equity Fund 10,435,083 500,000 Fund of Funds
ARLINGTON GLOBAL VALUE FUND, LP United States 805-6491702216 Other Private Fund LONG ONLY GLOBAL EQUITY 135,812,674 500,000 Fund of Funds
MILO'S HOLDINGS LLC United States 805-5649687174 Private Equity Fund 23,720,538 250,000
ARLINGTON PRIVATE EQUITY FUND III, LLC United States 805-1398860483 Private Equity Fund 10,036,196 500,000 Fund of Funds
ARLINGTON DIVERSIFIED FUND LLC United States 805-4769238712 Hedge Fund 150,358,684 500,000 Fund of Funds
ARLINGTON AGG III, LLC United States 805-5486228858 Real Estate Fund 1,141,042 124,950 Fund of Funds
ARLINGTON AGG I, LLC United States 805-9130384264 Real Estate Fund 1,594,523 250,000 Fund of Funds
ARLINGTON PRIVATE EQUITY FUND I, LP United States 805-1120239339 Private Equity Fund 274,547 50,000 Fund of Funds
ARLINGTON AGG II, LLC United States 805-3603183427 Real Estate Fund 703,085 250,000 Fund of Funds
ARLINGTON PRIVATE EQUITY FUND IV, LLC United States 805-7239516135 Private Equity Fund 6,420,953 500,000 Fund of Funds

ARLINGTON PARTNERS LLC

ownership team - last updated 2019-03-27
Name Title Start Date Direct/Indirect % Ownership
POLK, KENNETH, HOWELL MANAGING MEMBER/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER 02/01/2010 Direct 75% or more
Fund Name Position direct/indirect start date end date
ARLINGTON PARTNERS LLC MANAGING MEMBER/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER direct 2010-02-01
DIXON ODOM FINANCIAL ADVISORS LLC MANAGING MEMBER direct 2000-01-01 2009-10-08
ARLINGTON PARTNERS LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2010-02-01 2013-02-12
BARBER, PETER, EARL MEMBER/DIRECTOR OF FINANCIAL SERVICES/FAMILY WEALTH ADVISOR 01/01/2013 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
ARLINGTON PARTNERS LLC MEMBER/DIRECTOR OF FINANCIAL SERVICES/FAMILY WEALTH ADVISOR direct 2013-01-01
CAPITAL STRATEGIES ADVISORS, INC ASSISTANT SECRETARY direct 2001-02-01 2003-03-26
THE L. WARNER COMPANIES, INC ASSISTANT SECRETARY direct 2001-02-01 2003-06-19
RA BENCH INC. ASSISTANT SECRETARY direct 2001-02-01 2004-04-07
ARLINGTON PARTNERS LLC DIRECTOR OF FINANCIAL PLANNING SERVICES direct 2009-11-01 2012-08-13
ARLINGTON PARTNERS LLC MANAGING MEMBER/DIRECTOR OF FINANCIAL PLANNING SERVICES direct 2013-01-01 2013-02-12
LEVANT, WILLIAM, ANTHONY CHIEF INVESTMENT STRATEGIST 01/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARLINGTON PARTNERS LLC CHIEF INVESTMENT STRATEGIST direct 2007-01-01
ARLINGTON PARTNERS LLC CHIEF INVESTMENT OFFICER direct 2007-01-01
VANLANDINGHAM, EMILY MEMBER/CHIEF OPERATING OFFICER 07/01/2013 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
ARLINGTON PARTNERS LLC CHIEF OPERATING OFFICER direct 2010-01-01
ARLINGTON PARTNERS LLC MEMBER/CHIEF OPERATING OFFICER direct 2013-07-01
LOGAN, GREGORY, P. MEMBER 02/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARLINGTON PARTNERS LLC MEMBER direct 2010-02-01
ARLINGTON PARTNERS LLC MANAGING MEMBER direct 2010-02-01
Robbins, Elliot, B MEMBER 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARLINGTON PARTNERS LLC MEMBER direct 2017-01-01
Rowe, Stephen, J MEMBER 01/01/2017 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
ARLINGTON PARTNERS LLC MEMBER AND GENERAL COUNSEL direct 2017-01-01
ARLINGTON PARTNERS LLC MEMBER direct 2017-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
ARLINGTON AGG III, LLC United States 805-5486228858 Real Estate Fund 1,141,042 124,950 Fund of Funds
HIGH HAMPTON HOLDINGS, LLC United States 805-2515282934 Real Estate Fund 47,468,052 500,000
ARLINGTON PRIVATE EQUITY FUND II, LLC United States 805-3576062371 Private Equity Fund 10,435,083 500,000 Fund of Funds
ARLINGTON GLOBAL VALUE FUND, LP United States 805-6491702216 Other Private Fund LONG ONLY GLOBAL EQUITY 135,812,674 500,000 Fund of Funds
MILO'S HOLDINGS LLC United States 805-5649687174 Private Equity Fund 23,720,538 250,000
ARLINGTON PRIVATE EQUITY FUND III, LLC United States 805-1398860483 Private Equity Fund 10,036,196 500,000 Fund of Funds
ARLINGTON DIVERSIFIED FUND LLC United States 805-4769238712 Hedge Fund 150,358,684 500,000 Fund of Funds
ARLINGTON AGG I, LLC United States 805-9130384264 Real Estate Fund 1,594,523 250,000 Fund of Funds
ARLINGTON PRIVATE EQUITY FUND I, LP United States 805-1120239339 Private Equity Fund 274,547 50,000 Fund of Funds
ARLINGTON AGG II, LLC United States 805-3603183427 Real Estate Fund 703,085 250,000 Fund of Funds
ARLINGTON PRIVATE EQUITY FUND IV, LLC United States 805-7239516135 Private Equity Fund 6,420,953 500,000 Fund of Funds

ARLINGTON PARTNERS LLC

ownership team - last updated 2018-12-27
Name Title Start Date Direct/Indirect % Ownership
POLK, KENNETH, HOWELL MANAGING MEMBER/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER 02/01/2010 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
ARLINGTON PARTNERS LLC MANAGING MEMBER/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER direct 2010-02-01
DIXON ODOM FINANCIAL ADVISORS LLC MANAGING MEMBER direct 2000-01-01 2009-10-08
ARLINGTON PARTNERS LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2010-02-01 2013-02-12
TROTTER, CHRISTOPHER, ROBERT MEMBER/CHIEF INVESTMENT OFFICER 01/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
ARLINGTON PARTNERS LLC CHIEF INVESTMENT OFFICER direct 2015-10-01
ARLINGTON PARTNERS LLC MEMBER/CHIEF INVESTMENT OFFICER direct 2016-01-01
BARBER, PETER, EARL MEMBER/DIRECTOR OF FINANCIAL SERVICES/FAMILY WEALTH ADVISOR 01/01/2013 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
ARLINGTON PARTNERS LLC MEMBER/DIRECTOR OF FINANCIAL SERVICES/FAMILY WEALTH ADVISOR direct 2013-01-01
CAPITAL STRATEGIES ADVISORS, INC ASSISTANT SECRETARY direct 2001-02-01 2003-03-26
THE L. WARNER COMPANIES, INC ASSISTANT SECRETARY direct 2001-02-01 2003-06-19
RA BENCH INC. ASSISTANT SECRETARY direct 2001-02-01 2004-04-07
ARLINGTON PARTNERS LLC DIRECTOR OF FINANCIAL PLANNING SERVICES direct 2009-11-01 2012-08-13
ARLINGTON PARTNERS LLC MANAGING MEMBER/DIRECTOR OF FINANCIAL PLANNING SERVICES direct 2013-01-01 2013-02-12
LEVANT, WILLIAM, ANTHONY CHIEF INVESTMENT STRATEGIST 01/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARLINGTON PARTNERS LLC CHIEF INVESTMENT STRATEGIST direct 2007-01-01
ARLINGTON PARTNERS LLC CHIEF INVESTMENT OFFICER direct 2007-01-01
VANLANDINGHAM, EMILY MEMBER/CHIEF OPERATING OFFICER 07/01/2013 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
ARLINGTON PARTNERS LLC CHIEF OPERATING OFFICER direct 2010-01-01
ARLINGTON PARTNERS LLC MEMBER/CHIEF OPERATING OFFICER direct 2013-07-01
LOGAN, GREGORY, P. MEMBER 02/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARLINGTON PARTNERS LLC MEMBER direct 2010-02-01
ARLINGTON PARTNERS LLC MANAGING MEMBER direct 2010-02-01
Robbins, Elliot, B MEMBER 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARLINGTON PARTNERS LLC MEMBER direct 2017-01-01
Rowe, Stephen, J MEMBER 01/01/2017 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
ARLINGTON PARTNERS LLC MEMBER AND GENERAL COUNSEL direct 2017-01-01
ARLINGTON PARTNERS LLC MEMBER direct 2017-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
ARLINGTON AGG III, LLC United States 805-5486228858 Real Estate Fund 11,269,502 124,950 Fund of Funds
HIGH HAMPTON HOLDINGS, LLC United States 805-2515282934 Real Estate Fund 30,000,000 500,000
ARLINGTON PRIVATE EQUITY FUND II, LLC United States 805-3576062371 Private Equity Fund 15,800,065 500,000 Fund of Funds
ARLINGTON GLOBAL VALUE FUND, LP United States 805-6491702216 Other Private Fund LONG ONLY GLOBAL EQUITY 144,460,356 500,000 Fund of Funds
MILO'S HOLDINGS LLC United States 805-5649687174 Private Equity Fund 23,678,499 250,000
ARLINGTON PRIVATE EQUITY FUND III, LLC United States 805-1398860483 Private Equity Fund 8,160,489 500,000 Fund of Funds
ARLINGTON DIVERSIFIED FUND LLC United States 805-4769238712 Hedge Fund 143,142,305 500,000 Fund of Funds
ARLINGTON AGG I, LLC United States 805-9130384264 Real Estate Fund 1,321,528 250,000 Fund of Funds
ARLINGTON PRIVATE EQUITY FUND I, LP United States 805-1120239339 Private Equity Fund 369,839 50,000 Fund of Funds
ARLINGTON AGG II, LLC United States 805-3603183427 Real Estate Fund 1,999,285 250,000 Fund of Funds
ARLINGTON PRIVATE EQUITY FUND IV, LLC United States 805-7239516135 Private Equity Fund 3,334,056 500,000 Fund of Funds

ARLINGTON PARTNERS LLC

ownership team - last updated 2017-09-11
Name Title Start Date Direct/Indirect % Ownership
POLK, KENNETH, HOWELL MANAGING MEMBER/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER 02/01/2010 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
ARLINGTON PARTNERS LLC MANAGING MEMBER/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER direct 2010-02-01
DIXON ODOM FINANCIAL ADVISORS LLC MANAGING MEMBER direct 2000-01-01 2009-10-08
ARLINGTON PARTNERS LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2010-02-01 2013-02-12
TROTTER, CHRISTOPHER, ROBERT MEMBER/CHIEF INVESTMENT OFFICER 01/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
ARLINGTON PARTNERS LLC CHIEF INVESTMENT OFFICER direct 2015-10-01
ARLINGTON PARTNERS LLC MEMBER/CHIEF INVESTMENT OFFICER direct 2016-01-01
BARBER, PETER, EARL MEMBER/DIRECTOR OF FINANCIAL SERVICES/FAMILY WEALTH ADVISOR 01/01/2013 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
ARLINGTON PARTNERS LLC MEMBER/DIRECTOR OF FINANCIAL SERVICES/FAMILY WEALTH ADVISOR direct 2013-01-01
CAPITAL STRATEGIES ADVISORS, INC ASSISTANT SECRETARY direct 2001-02-01 2003-03-26
THE L. WARNER COMPANIES, INC ASSISTANT SECRETARY direct 2001-02-01 2003-06-19
RA BENCH INC. ASSISTANT SECRETARY direct 2001-02-01 2004-04-07
ARLINGTON PARTNERS LLC DIRECTOR OF FINANCIAL PLANNING SERVICES direct 2009-11-01 2012-08-13
ARLINGTON PARTNERS LLC MANAGING MEMBER/DIRECTOR OF FINANCIAL PLANNING SERVICES direct 2013-01-01 2013-02-12
LEVANT, WILLIAM, ANTHONY CHIEF INVESTMENT STRATEGIST 01/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARLINGTON PARTNERS LLC CHIEF INVESTMENT STRATEGIST direct 2007-01-01
ARLINGTON PARTNERS LLC CHIEF INVESTMENT OFFICER direct 2007-01-01
VANLANDINGHAM, EMILY MEMBER/CHIEF OPERATING OFFICER 07/01/2013 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
ARLINGTON PARTNERS LLC CHIEF OPERATING OFFICER direct 2010-01-01
ARLINGTON PARTNERS LLC MEMBER/CHIEF OPERATING OFFICER direct 2013-07-01
LOGAN, GREGORY, P. MEMBER 02/01/2010 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
ARLINGTON PARTNERS LLC MEMBER direct 2010-02-01
ARLINGTON PARTNERS LLC MANAGING MEMBER direct 2010-02-01
Robbins, Elliot, B MEMBER 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARLINGTON PARTNERS LLC MEMBER direct 2017-01-01
Rowe, Stephen, J MEMBER 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
ARLINGTON PARTNERS LLC MEMBER AND GENERAL COUNSEL direct 2017-01-01
ARLINGTON PARTNERS LLC MEMBER direct 2017-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
ARLINGTON PRIVATE EQUITY FUND II, LLC United States 805-3576062371 Private Equity Fund 13,305,005 500,000 Fund of Funds
ARLINGTON GLOBAL VALUE FUND, LP United States 805-6491702216 Other Private Fund LONG ONLY GLOBAL EQUITY 102,717,536 500,000 Fund of Funds
MILO'S HOLDINGS LLC United States 805-5649687174 Private Equity Fund 22,895,204 250,000
ARLINGTON PRIVATE EQUITY FUND III, LLC United States 805-1398860483 Private Equity Fund 5,706,088 500,000 Fund of Funds
ARLINGTON DIVERSIFIED FUND LLC United States 805-4769238712 Hedge Fund 107,714,875 500,000 Fund of Funds
MILO'S RE HOLDINGS II, LLC United States 805-6841453875 Real Estate Fund 2,656,687 50,000
ARLINGTON AGG I, LLC United States 805-9130384264 Real Estate Fund 1,321,528 250,000 Fund of Funds
ARLINGTON PRIVATE EQUITY FUND I, LP United States 805-1120239339 Private Equity Fund 869,244 50,000 Fund of Funds
ARLINGTON AGG II, LLC United States 805-3603183427 Real Estate Fund 20,031,501 250,000 Fund of Funds
ARLINGTON PRIVATE EQUITY FUND IV, LLC United States 805-7239516135 Private Equity Fund 985,916 500,000 Fund of Funds

WhaleScore history for ARLINGTON PARTNERS LLC

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