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 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

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

    Mary Gay

    PartnerCRD 1719884

Unlock 2 more contacts

Wealth teams

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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

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