Arrowmark Colorado Holdings, LLC
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Overview
Arrowmark Colorado Holdings, LLC operates as a financial advisory company located in Denver, Colorado. Arrowmark Colorado Holdings, LLC manages $21.4 billion in total assets across 155 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management (AUM). The company has a large group, including 62 financial advisors. Arrowmark Colorado Holdings, LLC is not a registered broker-dealer, meaning the firm is not able to buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer company to do so. Securities are exchangable financial investments like equities, bonds and options.
Arrowmark Colorado Holdings, LLC administers the majority of the firm's accounts on a discretionary basis. Discretionary management means that transaction decisions are made by a portfolio manager without requiring client consent. The firm also manages two non-discretionary accounts totaling $6.3 million in assets. The company supervises an average of $138.1 million for every account. The average advisor at Arrowmark Colorado Holdings, LLC oversees about three client accounts, placing it among the most individualized financial advisor firms in the country.
Arrowmark Colorado Holdings, LLC's headquarters is at 100 Fillmore Street, Denver, Colorado 80206. The firm is permitted to serve investors across a few states, including California, Colorado, Massachusetts and New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Arrowmark Colorado Holdings, LLC by the Numbers
$21.4 billion
102
155
$138.1 million
Fee Structure
Financial advisory fees vary depending on which service is provided. Fees charged by the company most likely consist of any combination of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm works with a number of different clients. It works with retail investors, high net worth investors, investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, sovereign wealth funds, corporations and other. Out of its 155 clients, Arrowmark Colorado Holdings, LLC's largest client type is high net worth investors, but it also serves 35 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 under management or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). Around 12% of the company's accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 22.88%
- Other Individuals - 20.26%
- Corporations - 54.9%
- Charitable Organizations - 1.96%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Arrowmark Colorado Holdings, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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