ARRIVAL CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2025
Total AUM
$42.4M
Discretionary
$42.4M
100% of AUM
Avg account
$614K
Accounts
69
Employees
1
Advisory reps
1

Firm details

Headquarters
New York, New York
CRD number
126547
Registered since
May 30, 2025
Fee structure
Percentage of AUM
Client types
  • HNWI90.07%
  • Individuals8.3%
  • Corporations / Businesses1.35%
  • Charitable Organizations0.28%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Arrival Capital Management LLC is an independent registered investment adviser that focuses on discretionary portfolio management and financial planning for individuals, families and small institutional clients. The firm’s portfolio posture tilts heavily toward exchange‑traded equities, using liquid, marketable instruments as the core of client portfolios while layering in mutual funds and select alternative exposures. Advisory relationships are primarily fee‑based (percentage of AUM), and the firm manages accounts with an emphasis on customizable equity exposures and third‑party alternative managers where appropriate. Investment activity centers on equity allocations for growth and core beta, with alternatives used to add diversification and non‑correlated returns. Arrival Capital manages client portfolios directly on a discretionary basis, which allows it to implement tactical shifts and manager selections without seeking client signoff for each trade.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 73%, US Government Bonds 17%, Cash & Cash Equivalents 5%, Public Funds/Mutual Funds 3%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%73%
  • Exchange Traded Equities73%
  • US Government Bonds17%
  • Cash & Cash Equivalents5%
  • Public Funds/Mutual Funds3%
  • State & Local Bonds1%

Contacts

1 of 1
  • JAY ROSENBERG

    PrincipalCRD 4651520

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
1449 Lexington Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth