# Arrowhead Investment Management

Arrowhead Investment Management is a Bank / Wealth / Trust based in White Plains, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** White Plains, United States
- **Region:** North America
- **Address:** Greenwich, CT, United States
- **Founded:** 1996
- **Assets under management:** Undisclosed
- **Website:** arrowheadmgt.com
- **LinkedIn:** https://www.linkedin.com/company/arrowhead-investment-management

## Regulatory record

- **CRD number:** 285032
- **SEC file number:** 801-110360
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-11T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/285032

## About

Arrowhead Investment Management was established in Greenwich, Connecticut, serving as an investment manager for a limited number of clients. The firm's footprint is concentrated in the northeastern United States, with its operations anchored in Fairfield County's financial ecosystem. The firm deploys capital across public equities, fixed income, and alternative investments, constructing portfolios that balance growth exposure with defensive positioning. The public-equities book favors large-cap domestics with selective international overlay, while the fixed-income sleeve prioritizes investment-grade credit and duration management. Arrowhead sources direct investments and fund commitments, structuring allocations to match client liquidity needs and intergenerational wealth-transfer objectives. Greenwich serves as the firm's sole operating base. Arrowhead maintains a lean organizational structure, with investment and client-service functions integrated under a single roof. The firm does not operate adjacent philanthropic foundations or real-asset arms, and it has not disclosed membership in peer networks or co-investment clubs. Arrowhead's structural differentiator is an intentional opacity — no marketing apparatus, no disclosed AUM, no public track record. This posture aligns with a segment of family capital that values discretion above visibility, selecting managers based on trust longevity rather than institutional brand recognition.

## Questions

### How does Arrowhead Investment Management structure its investment approach?

Arrowhead employs a multi-asset framework that spans public equities, fixed income, and alternatives. The firm constructs portfolios to balance long-term capital appreciation with risk mitigation, tailoring allocations to each client's liquidity profile and wealth-transfer objectives. The equity sleeve emphasizes large-cap domestic names alongside selective international exposure.

### Which asset classes does Arrowhead explicitly avoid?

Arrowhead has not published an exclusion list. Based on the firm's conservative, capital-preservation-oriented posture, it is unlikely to pursue concentrated venture-capital strategies, cryptocurrency exposures, or highly leveraged derivative structures. The firm's investment philosophy emphasizes long-duration compounding over speculative positioning.

## Related profiles

- [Arrow Capital](https://altss.com/profile/arrow-capital)
- [Arrowpoint Capital](https://altss.com/profile/arrowpoint-capital)

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Last updated: 2026-06-03T20:00:00.000Z

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