Arrowpoint Asset Management, LLC (Denver)


Arrowpoint Asset Management, LLC is a large advisory firm based in Denver. It manages $11.46 billion of regulatory assets for 90 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California, Colorado, Massachusetts, and New York.

Arrowpoint Asset Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Arrowpoint Asset Management: assets under management

The assets under management (AUM) of Arrowpoint Asset Management, LLC is $11.46 billion. The firm's AUM has grown by 848% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $11.39 billion in discretionary accounts and $67.26 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $127.99 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $67.26 million.
Arrowpoint Asset Management has custody of $2.76 billion in cash and securities for 68 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Arrowpoint Asset 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.

Based in Denver

The principal office where Arrowpoint Asset Management, LLC performs its advisory services is located at 100 Fillmore Street, Denver, CO 80206, which is also the mailing address of the firm. An additional office of the firm is in Larkspur, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-398-2929 or by fax 303-322-0804. The normal business hours are 9:00-5:00 on Monday - Friday. You can find more information about the New York firm at arrowpointpartners.com.