Arrowmark Asset Management, LLC

RIASEC RegisteredEst. 2020
Total AUM
$224M
Discretionary
$224M
100% of AUM
Avg account
$224M
Accounts
1
Employees
5
Advisory reps
2

Firm details

Headquarters
Denver, Colorado
CRD number
307161
Registered since
February 7, 2020
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Arrowmark Asset Management, LLC is a limited liability company registered with the SEC in 2020 that operates as an institutional registered investment adviser. The firm’s client focus is institutional investors, and it bills for advisory services on a percentage-of-assets basis. Its stated advisory activity centers on portfolio management for investment companies. Arrowmark does not identify itself as an active ESG investor, is not a multi-state adviser, does not serve as a pension consultant, and is not listed as a related adviser or capital allocator in the provided data.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Richard Grove

    Richard Grove

    Chief Compliance OfficerCRD 2237020

Contacts

1 of 1
  • Sanjai Bhonsle

    Sanjai Bhonsle

    Partner, Portfolio ManagerCRD 6776983

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Denver, CO

Denver

Location

Denver, CO

Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Denver
Address
100 Fillmore St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth