Asset manager · New York, NY
Arrow Investment Management, LLC
SEC-registered investment adviser · CRD 334614 · SEC 801-132036
At a glance
Arrow Investment Management, LLC is an SEC-registered investment adviser based in New York, New York, with $86 million in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is other investment advisers. By Form ADV it is a asset manager, ranked 2,368th of 3,218 asset managers and 15,580th of 17,210 SEC-registered advisers by assets.
Main office 203-247-7033arrow-ig.comAs filed on Form ADV
- Regulatory AUM
- $86M
- Rank among asset managers
- #2,368 of 3,218
- Rank among all SEC RIAs
- #15,580 of 17,210
- Rank in New York
- #2,217 of 2,591
- Clients
- 1
- Accounts
- 1
- Discretionary
- 100% of AUM
- Employees
- 5
- Advisory staff
- 3
- Offices
- 1
Owners and executives on its Form ADV
- Larry A. WilsonChief Compliance Officer
- David M. WalshChief Executive Officer
- Francis A. CopplestoneChief Investment Officer
Custody and brokerage
Broker-dealer
Affiliated broker-dealer
It names an affiliated broker-dealer: Arrow Analytics Securities, LLC.
- Arrow Analytics Securities, LLC ↗CRD 334741
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Other investment advisers | 1 | $86M | 100% |
Disciplinary disclosures
Arrow Investment Management, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗arrow-ig.com ↗
AtlasMembers
The full record on Arrow Investment Management, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 1 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 479 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Arrow Investment Management, LLC manage?
Arrow Investment Management, LLC reports $86 million in regulatory assets under management across 1 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is Arrow Investment Management, LLC?
Arrow Investment Management, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Arrow Investment Management, LLC’s clients?
By assets, its largest client types are other investment advisers ($86 million, 1 clients).
Does Arrow Investment Management, LLC have any disciplinary history?
Arrow Investment Management, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Arrow Investment Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →