Arrow Investment Management, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other92%
- Cash & Cash Equivalents8%
Owners & executives
1 of 1Francis Copplestone
Chief Investment OfficerCRD 5645632
Contacts
2 of 2
David Walsh
Executive DirectorCRD 5950016

Larry Wilson
Managing DirectorCRD 3250062
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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