Arrowroot Capital Management, LLC (Santa Monica)

Name: Arrowroot Capital Management, LLC
Address: 100 Wilshire Blvd., Santa Monica, CA, 90401
Telephone: 310-566-5966

Arrowroot Capital Management, LLC is a large advisory firm based in Santa Monica. It manages $372.29 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of California.

Arrowroot Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Arrowroot Capital Management: assets under management

The assets under management (AUM) of Arrowroot Capital Management, LLC is $372.29 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 64% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $372.29 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $53.18 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Arrowroot Capital Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Arrowroot Capital Management serves?

The only and largest group of clients of Arrowroot Capital Management is pooled investment vehicles with 7 clients and $372.29 million of assets under management. Among the 7 most similar advisory firms, Arrowroot Capital Management has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $372.29 million for 7 clients. None of the firm’s clients are foreign persons or businesses.

Arrowroot Capital Management also advises several private funds. Namely, seven venture capital funds. The minimum investment commitment required of non-related persons ranges from $0 to $5,000,000.

Careers at Arrowroot Capital Management, LLC

The company employs 18 people that are either part- or full-time employees. 61 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Matthew Javad Safaii	Managing partner	1 Sep 2013	75% - 100%	4416581
Kareem Omar El Sawy	Partner	1 Jun 2014	Other	5763907
Steve Sang Kim	Chief financial officer; chief compliance officer	1 Dec 2015	Other	4229229

Based in Santa Monica

The principal office where Arrowroot Capital Management, LLC performs its advisory services is located at 100 Wilshire Blvd., Santa Monica, CA 90401, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-566-5966 or by fax 310-260-2147. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at linkedin.com/company/arrowroot-capital/.