Arboretum Investment Advisors logo

Arboretum Investment Advisors Employee Directory

Financial ServicesNew Hampshire, United States2-10 Employees

Arboretum Investment Advisors is a NH-registered investment advisory affiliate within The Arboretum Group, LLC, a family of closely related, independently operated businesses focused on delivering asset-backed financing and asset management services. The firm emphasizes non-correlated, income-producing investment strategies designed to diversify portfolios while aiming to improve the investor experience, providing asset management and asset servicing for its own offerings as well as for third-party fund managers. Based in Portsmouth, New Hampshire, the company operates within the financial services industry and is part of a broader full-service organization that combines fund management, financing, servicing, and distribution through its three affiliated entities. A recent development noted in the news is the group signing a new client, Ayr Wellness Inc., with related transfers of operations in Florida, New Jersey, and Nevada, indicating continued growth and client expansion. The organization highlights a long-tenured leadership team and a boutique approach to client service, balancing institutional capabilities with a personalized service model.

Find Arboretum Investment Advisors employees' phone numbers or email addresses

Arboretum Investment Advisors Global Highlights

Location
Employees

North America
8

Minus sign iconPlus sign icon
  • United States Of America
    8

Arboretum Investment Advisors's Leadership

  • Stylized image of a person
    J. Y.
    Chief Financial Officer
    Phone icon

Arboretum Investment Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Business
  • Finance
  • Legal
  • Administrative
  • Other
  • Analytics

Contact profiles from Arboretum Investment Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. Y.
    Chief Financial Officer
    Phone icon
    May 01, 2026

Frequently Asked Questions

What is Arboretum Investment Advisors known for?

Minus sign iconPlus sign icon
Arboretum Investment Advisors was founded in 2016 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Arboretum Investment Advisors's company overview page for more information.

What is Arboretum Investment Advisors's most common email format?

Minus sign iconPlus sign icon
Arboretum Investment Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Arboretum Investment Advisors email formats with LeadIQ.

How many employees does Arboretum Investment Advisors have currently?

Minus sign iconPlus sign icon
Arboretum Investment Advisors has approximately 4 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Arboretum Investment Advisors's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Arboretum Investment Advisors's key employees include:

  • Chief Financial Officer: J. Y.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.