Arrow Investment Management, LLC

RIASEC RegisteredEst. 2025
Total AUM
$85.6M
Discretionary
$85.6M
100% of AUM
Avg account
$85.6M
Accounts
1
Employees
5
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
334614
Registered since
February 24, 2025
Custodians
RAYMOND JAMES & ASSOCIATES, INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Other Investment Advisers100%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Arrow Investment Management, LLC is a limited liability company registered as an institutional registered investment adviser in 2025 that focuses on portfolio management for institutional and business clients. The firm identifies its client base as institutional and is structured to charge either a percentage of assets under management or fixed fees. It does not position itself as a capital allocator, is not a pension consultant, and does not describe itself as an active ESG investor or a multi-state adviser. The firm also maintains an affiliation with a broker-dealer.

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

Asset composition

Asset composition: Other 92%, Cash & Cash Equivalents 8%92%
  • Other92%
  • Cash & Cash Equivalents8%

Owners & executives

1 of 1
  • Francis Copplestone

    Chief Investment OfficerCRD 5645632

Contacts

2 of 2
  • David Walsh

    David Walsh

    Executive DirectorCRD 5950016

  • Larry Wilson

    Larry Wilson

    Managing DirectorCRD 3250062

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
503511 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth