Arrow Investment Advisors, LLC

RIASEC RegisteredEst. 2006

Total AUM

$377M

Discretionary

$377M

100% of AUM

Avg account

$189M

Accounts

2

Employees

10

Advisory reps

3

Firm details

Headquarters: Laurel, Maryland
CRD number: 139652
Registered since: April 24, 2006
Website: arrowfunds.com
Fee structure: Percentage of AUM
Client types: Investment Companies100%
Services: Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Arrow Investment Advisors, LLC is an SEC-registered institutional RIA that primarily serves institutional clients and charges fees as a percentage of assets under management. The firm has been registered with the SEC since 2006 and is organized as a limited liability company with individual ownership. Its stated business activities include operating as a broker-dealer and as a CPO/CTA, and its advisory work includes portfolio management for investment companies. Arrow does not identify as an active ESG investor, does not function as a capital allocator, and is not described as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

2 of 2

Jonathan Guyer
Chief Investment OfficerCRD 2777473
Joseph Barrato
CEO, Director of Investment StrategiesCRD 4253082

Contacts

1 of 1

Isabella Barrato
Compliance OfficerCRD 8059718

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 31

Active vs passive

$108M in ETFs

Passive

60%

$64.7M

Active

38%

$43.7M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ARROW RESERVE CAPITAL MANAGEMENT ETF (ARCM)		Active	Ultrashort Bond	$40.9M	409,003	37.76%

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Primary office

Laurel, MD

Prince Georges

Location

Laurel, MD

Headquartered in Laurel, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area: Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region: South
County: Prince Georges
Address: 6100 Chevy Chase Dr
Time zone: ET (UTC-5)
Office locations

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