ARROWMARK COLORADO HOLDINGS, LLC
Firm details
- Headquarters
- DENVER, Colorado
- CRD number
- 149120
- Registered since
- January 13, 2009
- Website
- www.arrowmarkpartners.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles38.59%
- Other36.71%
- Investment Companies17.4%
- HNWI2.42%
- Pension & Profit Sharing Plans1.5%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Arrowmark Colorado Holdings, LLC is a privately organized investment manager that operates hedge fund and securitized-asset strategies alongside pooled vehicles and separate account management. The firm provides portfolio management to individuals, small businesses, investment companies, pooled investment vehicles and institutions, and it acts in CPO/CTA capacities and as sponsor or general partner for pooled products. Clients include both individual/family investors and institutional allocators. Fee arrangements combine asset-based management fees with performance-linked compensation. The adviser is not positioned as an ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities50%
- Other26%
- Non-Exchange Traded Equities15%
- Cash & Cash Equivalents5%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1RICHARD GROVE
Chief Compliance OfficerCRD 2237020
Contacts
3 of 9KAREN REIDY
PartnerCRD 2667903
BRIAN SCHAUB
PartnerCRD 4235273
Joseph Rice
General CounselCRD 5483756
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 5Active vs passive
$237M in ETFs
98%
$233M
2%
$4.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) | State Street | Passive | Ultrashort Bond | $116M | 1,270,023 | 49.03% |
Location
DENVER, CO
DENVER
Location
DENVER, CO
Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- DENVER
- Address
- 100 Fillmore St
- Time zone
- MT (UTC-7)
- Office locations
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