FIVE ARROWS MANAGERS NORTH AMERICA LLC

RIASEC RegisteredEst. 2005
Total AUM
$3.4B
Discretionary
$3.4B
100% of AUM
Avg account
$306M
Accounts
11
Employees
16
Advisory reps
6

Firm details

Headquarters
MANHATTAN BEACH, California
CRD number
136191
Registered since
August 12, 2005
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Five Arrows Managers North America LLC is a U.S.-registered LLC that manages securitized asset funds for primarily institutional clients. The firm’s investment activity centers on pooled vehicles where it serves as an adviser and, in some cases, sponsor or managing member. Its mandate emphasizes credit-oriented strategies and allocations to private-market credit and equity managers rather than broad retail wealth management. Fee arrangements combine a percentage of assets under management with performance-based fees, reflecting an alignment toward outcome-oriented products. The firm identifies as an active ESG investor, incorporating environmental, social and governance considerations into its investment process. It is not structured as a capital allocator in the sense of running separate direct-co-investment platforms; instead it deploys capital through securitized funds and through relationships with third-party alternative managers. Advisory services focus on portfolio management for pooled investment vehicles and on portfolio solutions for institutional or business clients.

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 6
  • Kelly Henry

    Compliance DirectorCRD 6645746

  • HEIDIMARIE SKOR

    Managing DirectorCRD 4641297

  • RYAN WHITE

    Managing DirectorCRD 5770473

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MANHATTAN BEACH, CA

LOS ANGELES

Location

MANHATTAN BEACH, CA

Headquartered in MANHATTAN BEACH, 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
1230 Rosecrans Ave
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth