Arrowside Capital, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
3
Advisory reps
5

Firm details

Headquarters
Boston, Massachusetts
CRD number
318976
Fee structure
Percentage of AUM, Performance Based Fees
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Arrowside Capital, LLC operates as a small, manager-led investment adviser focused on running pooled investment vehicles. The firm acts as sponsor, general partner and managing member of at least one fund and provides portfolio management for that pooled vehicle rather than traditional retail advisory services. Its compensation combines a percentage-of-assets fee with performance-based fees, a structure aligned with active, incentive-driven fund management. Arrowside is not positioned as a multi-state retail adviser or an ESG-specialist. Instead, its activity centers on direct management and oversight of its fund(s) and selective use of external managers for alternative strategies. The firm’s structure and limited client/account footprint indicate a concentrated, fund-centric operating model rather than a broad-based wealth management practice.

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

Owners & executives

3 of 3
  • Michael Sakala

    Michael Sakala

    COOCRD 2809938

  • Tucker Walsh

    Founder and CIOCRD 4910362

  • Andrew Winton

    Andrew Winton

    COOCRD 1731973

Contacts

2 of 2
  • John Barrett

    John Barrett

    Analyst and Portfolio ManagerCRD 5776495

  • Carlos Cashman

    PartnerCRD 7892532

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Suffolk
Address
100 Summer St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth