ARROWHEAD INVESTMENT MANAGEMENT LLC

RIASEC RegisteredEst. 2017
Total AUM
$77.6M
Discretionary
$77.6M
100% of AUM
Avg account
$77.6M
Accounts
1
Employees
4
Advisory reps
5

Firm details

Headquarters
WHITE PLAINS, New York
CRD number
285032
Registered since
May 1, 2017
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.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 5
  • GERALD PARSKY

    PartnerCRD 2015312

  • ELLIOTT JONES

    PartnerCRD 2720421

  • MARY GAY

    PartnerCRD 1719884

Unlock 2 more contacts

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

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth