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 an SEC-registered investment manager organized as an LLC and operating as a multi-strategy fund manager with hedge fund and securitized-asset capabilities. The firm acts as an adviser to pooled vehicles and separately managed accounts and provides portfolio management for individuals, businesses, investment companies and other institutions. It also performs CPO/CTA functions and serves as sponsor or GP/manager of pooled investment vehicles, indicating an active role on both the asset-management and fund-management sides of transactions. Fee arrangements include asset-based and performance-based components. The firm reports a mixed client base of individual and family clients alongside institutional investors. ESG is not identified as an active focus in its filings.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities50%
- Other26%
- Non-Exchange Traded Equities15%
- Cash & Cash Equivalents5%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Richard 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
$185M in ETFs
98%
$180M
2%
$4.4M
| 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 | $90M | 982,494 | 48.73% |
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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