Arrowhead Investment Management LLC

RIASEC RegisteredEst. 2017

Total AUM

$77.6M

Discretionary

$77.6M

100% of AUM

Avg account

$77.6M

Accounts

Employees

Advisory reps

Firm details

Headquarters: White Plains, New York
CRD number: 285032
Registered since: May 1, 2017
Website: www.arrowheadmgt.com
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Arrowhead Investment Management LLC is an SEC-registered limited liability company that provides portfolio management for pooled investment vehicles and targets institutional clients. Registered since 2017, the firm operates as an adviser and also takes on sponsor/GP and managing-member roles for pooled structures rather than acting purely as a capital allocator. Its fee arrangements include asset-based charges as well as performance-linked fees and other agreed-upon compensation. Arrowhead identifies itself as an active ESG investor, indicating environmental, social, or governance considerations are part of its investment process.