The ARROWROOT FAMILY OFFICE is a privately held investment adviser that advises $430.68mn in regulatory assets under management held in 2 SEC fund types across 2 investment strategies. ARROWROOT FAMILY OFFICE is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 181.07% over the last 5-years.
The Group has been registered with the SEC for 5.02 years and is comprised of 1 filing and 0 relying advisers. They operate out of 9 office locations with their Headquarters at 4553 GLENCOE AVENUE SUITE 200, LOS ANGELES, CALIFORNIA. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 18 employees comprised of 10 investment and 8 non-investment staff. The total number of Employees increased by 63.64% over the last 5-years.
Their $430.68mn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $326.35mn or 75.78% of Total Assets and Individuals own $79.04mn or 18.35% of Total Assets.
The Group's top investment strategies include Multi Strat and Real Estate, representing 50.83% and 49.17% of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 3 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
ARROWROOT FAMILY OFFICE names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.