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Arbor Commercial Mortgage, LLC (Uniondale)


Arbor Commercial Mortgage, LLC is a large advisory firm based in Uniondale. It manages $2.65 billion of regulatory assets for 250 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Illinois, Maryland, Massachusetts, New York, and Ohio.

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Arbor Commercial Mortgage provides portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm also engages as comm. and resi. re investment finance; servicing.

Arbor Commercial Mortgage: assets under management

The assets under management (AUM) of Arbor Commercial Mortgage, LLC is $2.65 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 59% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $2.65 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $10.6 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Arbor Commercial Mortgage, LLC for their services and products based on performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Joseph Martello Trustee 1 Mar 1994 Other 6153488
Ivan Paul Kaufman Trustee 1 Apr 1994 Other 6050206
Joseph Martello Trustee 1 Apr 1994 Other 6153488

Based in Uniondale

The principal office where Arbor Commercial Mortgage, LLC performs its advisory services is located at 333 Earle Ovington Boulevard, Uniondale, NY 11553, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 800-878-5160 or by fax 516-832-8045. The normal business hours are 8:30 am-5:30 pm on Monday - Friday. You can find more information about the New York firm at arbor.com.


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