SQN Investment Advisors, LLC Announces Rebrand to Arboretum Investment Advisors, LLC

Industry leading fund manager and SEC registered investment firm specializing in asset backed and equipment leasing funds changes name.

Press Release updated: Jan 10, 2019 21:17 EST

PORTSMOUTH, N.H., January 10, 2019 – SQN Investment Advisors, LLC, an industry leading fund manager and SEC registered investment adviser that specializes in asset backed and equipment leasing funds, has announced that it is rebranding to Arboretum Investment Advisors, LLC (“Arboretum Investment Advisors”). This comprehensive rebrand is symbolic of Arboretum Investment Advisors’ position within the Arboretum Group family of companies.    

The Arboretum Group family of companies is a full-service organization that provides a full array of fund services in the alternative investment space with offices in California, New York, Atlanta and New England. Within the Arboretum Group family of companies, Arboretum Investment Advisors, LLC will continue to serve as the investment manager for Arboretum Group sponsored funds as well as provide an array of services to third party funds, including portfolio management, accounting, underwriting, investor relations, and legal services. 

Michael Ponticello, Managing Partner for Arboretum Group, LLC, commented, “Our goal for 2019 is to continue to distinguish Arboretum Investment Advisors as an institutional quality alternative investment manager offering private fund vehicles specializing in asset-backed equipment finance.  We are excited about the growth of the Arboretum Group as a whole as we continue to develop our global strategy and introduce the Arboretum name to our retail and institutional base.”

As part of a global rebranding effort, SQN Securities, LLC (Member: FINRA / SIPC), a wholesale broker dealer, is rebranding as American Elm Distribution Partners, LLC (“American Elm Distribution Partners”).  American Elm Distribution Partners, which acts as the exclusive selling agent for public and private offerings under the Arboretum Group umbrella as well as other third-party offerings, specializes in the distribution of alternative investments in the retail and institutional markets. 

In addition, the Arboretum Group family of companies includes Arboretum Commercial Finance, LLC (“Arboretum Commercial Finance”), which specializes in sourcing and originating suitable investment opportunities in the equipment finance space.  Arboretum Commercial Finance strives to partner companies seeking equipment financing with a suitable funding source.  Arboretum Commercial Finance specializes in middle market lending and leasing with a transaction size ranging from $100,000 to $15,000,000 across multiple industries including medical, manufacturing, technology, infrastructure, energy, and transportation. 

With the rebranding of Arboretum Investment Advisors, the Arboretum Group family of companies seek to form a cohesive unit that provides a full service approach to fund management, providing a comprehensive experience for both those seeking investment opportunities and those in need of equipment financing.

Arboretum Investment Advisers currently acts as investment manager for two Arboretum Group sponsored funds: SQN Asset Income Fund V, L.P. and a fund for Arboretum CAF GP, LLC, both of which seek to provide a non-correlated, income producing alternative investment opportunities to the retail and institutional markets. 

For additional information please contact:

Media Contact: 
Claudine Aquillon 
Phone: 603-294-1420
Email: [email protected]


Source: Arboretum Group, LLC

Recommended For You

Stefan Kachakov

About the Author: Stefan Kachakov

Stefan has over six years experience as a teacher, ecologist, zoologist and botanist. He has a B.S. from Cornell University, and a Ph.D. in biology from Harvard University Graduate School. His professional expertise in environmental health empacts has been recognized since 1973,  He taught (HS) Physics, Geology, Oceanography, Chemistry and photography from 1970-1980 at Palfrey Street School, Watertown, MA. Aproject: National Cooperative Highway Research Program.

Leave a Reply

Your email address will not be published. Required fields are marked *