Arrowside Capital, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
3
Advisory reps
5

Firm details

Headquarters
Boston, Massachusetts
CRD number
318976
Fee structure
Percentage of AUM, Performance Based Fees
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Arrowside Capital, LLC is a privately owned limited liability company operating as an institutional registered investment adviser. The firm’s advisory activity centers on managing pooled investment vehicles, and it also acts in sponsor/GP/managing member roles for those vehicles. Its compensation model combines a percentage-of-assets-under-management fee with performance-based fees, which aligns with running closed-end or hedge-style structures. The firm does not identify as an active ESG investor and is not flagged as a multi-state adviser or pension consultant. It is not classified as a capital allocator.

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

Owners & executives

3 of 3
  • Michael Sakala

    Michael Sakala

    COOCRD 2809938

  • Tucker Walsh

    Founder and CIOCRD 4910362

  • Andrew Winton

    Andrew Winton

    COOCRD 1731973

Contacts

2 of 2
  • John Barrett

    John Barrett

    Analyst and Portfolio ManagerCRD 5776495

  • Carlos Cashman

    PartnerCRD 7892532

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Suffolk
Address
100 Summer St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth