ARROW INVESTMENT MANAGEMENT, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other92%
- Cash & Cash Equivalents8%
Owners & executives
1 of 1FRANCIS COPPLESTONE
Chief Investment OfficerCRD 5645632
Contacts
2 of 2DAVID WALSH
Executive DirectorCRD 5950016
LARRY WILSON
Managing DirectorCRD 3250062
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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