Arrow Investment Management, Llc
SEC-registered
Investment Adviser · Boutique (under $100M)
CRD 334614
· SEC file 801-132036
· New York, NY
· www.arrow-ig.com
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $85.6M
- Discretionary
- $85.6M
- Clients
- 1
- Avg AUM / client
- $85.6M
- Accounts
- 1
- Employees
- 5
AUM over time
$85.6M
$93.9M
Jun 24, 2025
Mar 31, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Other investment advisers | 1 | $85.6M | 100.0% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 984 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Raymond James $78.4M (92% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗