Arrowhead Investment Management LLC
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
FINTRXOverview
Arrowhead Investment Management LLC is an institutional registered investment adviser founded in 2017 that focuses on managing pooled investment vehicles for institutional clients. The firm is structured as a limited liability company with ownership listed as a domestic entity and an individual. It reports being an active ESG investor and uses a fee schedule that includes a percentage of assets under management plus performance-based fees. Arrowhead does not position itself as a capital allocator; instead its advisory activity centers on portfolio management for pooled funds. Regulatory and business details identify Arrowhead as a manager and sponsor-type participant in pooled vehicles. Industry affiliations include acting as sponsor, general partner, and managing member of pooled investment vehicles, and there is an association with a law firm, which suggests an in-house or closely aligned legal/structuring capability for its fund work.
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
Contacts
3 of 5Gerald Parsky
PartnerCRD 2015312
Elliott Jones
PartnerCRD 2720421

Mary Gay
PartnerCRD 1719884
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
White Plains, NY
Westchester
Location
White Plains, NY
Headquartered in White Plains, 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
- Westchester
- Address
- 445 Hamilton Ave
- Time zone
- ET (UTC-5)
- Office locations
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