Arlington Partners LLC is an SEC-registered investment adviser based in Birmingham, AL that reports managing 1 hedge fund on Form ADV. It reports $2.3 billion in regulatory assets under management. Its private funds, of all types, hold $1.5 billion in gross assets. Its disclosed U.S. stock holdings returned an estimated -1.9% 2026 YTD through Jun 30 (S&P 500: +9.5%), based on 13F filings. Over a longer period they returned an estimated +17.5% from Q3 2024 to Q2 2026, compared with +37.2% for the S&P 500, based on 13F filings.
- Regulatory assets under management
- $2.3 billionForm ADV Item 5.F
- Gross assets of private funds
- $1.5 billionAll private fund types, Form ADV
- Hedge funds managed
- 115 private funds in total
- Employees
- 14Form ADV Item 5.A
- Registration
- SEC-registered adviserCRD 109335
- Latest Form ADV
- 03/26/2026Disciplinary disclosures: none reported
Estimated 13F portfolio performance
| Quarter | Est. 13F return | S&P 500 |
|---|---|---|
| Q2 2026 | +4.8% | +14.8% |
| Q1 2026 | -6.4% | -4.6% |
| Q4 2025 | +1.6% | +2.4% |
| Q3 2025 | +3.0% | +7.8% |
| Q2 2025 | +2.8% | +10.4% |
| Q1 2025 | +3.2% | -4.5% |
| Q4 2024 | -3.0% | +2.1% |
| Q3 2024 | +11.2% | +5.4% |
Estimate of the firm's disclosed long U.S. stock portfolio from its quarterly 13F filings, holding each quarter-end portfolio to the next quarter-end at prices implied by all 13F filers. It is a price return before dividends and fees, ignores shorts, options, bonds, cash and trading within the quarter, and is not the return of any fund. Disclosures
Largest disclosed holdings
- Vanguard Ftse Developed Markets ETF$21.2 million
- Vanguard Scottsdale FDS$13.1 million
- Palmer Square Capital BDC In$5.3 million
- 26923q432$768,496
- Novo-nordisk A S ADR$324,889
- Home Depot Inc Com$312,827
- Thermo Fisher Scientific Inc$309,840
- Asml Holding N.V.$306,374
- Gallagher Arthur J & Co$303,951
- Aon PLC$294,209
As of 2026-06-30, from 13F filing by Arlington Partners LLC.
From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. HedgeMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures