ARROW INVESTMENT MANAGEMENT, LLC

RIASEC RegisteredEst. 2025
Total AUM
$85.6M
Discretionary
$85.6M
100% of AUM
Avg account
$85.6M
Accounts
1
Employees
5
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
334614
Registered since
February 24, 2025
Custodians
RAYMOND JAMES & ASSOCIATES, INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Other Investment Advisers100%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Arrow Investment Management, LLC is a small, institutionally focused investment adviser that provides discretionary portfolio management for businesses and other institutional clients. The firm operates as a limited liability company and charges a mix of asset-based fees and fixed fees. It is not an ESG-driven manager and does not position itself as a pension consultant or multi-state adviser. Arrow maintains an affiliation with broker-dealer channels and uses external managers for non-core exposures rather than running large internal alternative-investment platforms. Portfolio activity centers on managing a concentrated institutional mandate and using third-party fund managers for specialized strategies. Public market equity and ETF positions are not disclosed in the available materials; instead, the firm’s notable allocation activity is in alternative strategies—real estate, commodities, private credit and oil & gas—implemented through external managers and fund vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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: Other 92%, Cash & Cash Equivalents 8%92%
  • Other92%
  • Cash & Cash Equivalents8%

Owners & executives

1 of 1
  • FRANCIS COPPLESTONE

    Chief Investment OfficerCRD 5645632

Contacts

2 of 2
  • DAVID WALSH

    Executive DirectorCRD 5950016

  • LARRY WILSON

    Managing DirectorCRD 3250062

Wealth teams

FINTRX

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
503511 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth