ARROWROOT CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2018
Total AUM
$465M
Discretionary
$465M
100% of AUM
Avg account
$51.7M
Accounts
9
Employees
16
Advisory reps
2

Firm details

Headquarters
MARINA DEL REY, California
CRD number
285193
Registered since
May 15, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Arrowroot Capital Management, LLC is a venture-capital-focused advisory firm organized as an LLC and registered with the SEC in 2018. The firm serves institutional clients and acts largely through pooled investment vehicles, providing portfolio management while also functioning in sponsor/GP and managing-member roles for those vehicles. Fee arrangements include a percentage-of-assets management fee alongside performance-based fees. FINTRX flags the firm as an active ESG investor, indicating ESG considerations are applied across its investment activity.

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

Owners & executives

1 of 1
  • STEVE KIM

    Chief Financial OfficerCRD 4229229

Contacts

1 of 1
  • MATTHEW SAFAII

    Managing PartnerCRD 4416581

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MARINA DEL REY, CA

LOS ANGELES

Location

MARINA DEL REY, CA

Headquartered in MARINA DEL REY, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
4553 Glencoe Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth