SourcingSourcing

ARROWROOT CAPITAL MANAGEMENT, LLC

C43
CRD 285193·SEC 801-113421·MARINA DEL REY, CA
AUM
$469.5M
$100M-$500M
Est. Revenue
$4.7M
@ 1% on AUM
Est. EBITDA
$1.4M
@ 30% margin
Est. Deal Value
$11.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ARROWROOT CAPITAL MANAGEMENT, LLC
CRD
285193
SEC file #
801-113421
EIN
—
DBA names
—

Economics

AUM
$469.5M
AUM band
$100M-$500M
AUM trajectory
'20'26
$372.3M → $469.5M▲ +26%
Client mix
Pooled Investment Vehicles9

Operations

Employees (total)
16
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'20'26
11 advisors → 9 advisors▼ -18%
Primary office
MARINA DEL REY CA
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
linkedin.com/company/arrowroot-capital(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SAFAII, MATTHEW, JAVAD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
SAFAII, MATTHEW, JAVAD
KIM, STEVE, SANG
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:arrowroot.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Jpmorgan12
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
4416581
Trust Company Affiliate
No

People (2)

2
SAFAII, MATTHEW, JAVAD
Direct Owner · 87.5%
4416581
KIM, STEVE, SANG
Executive Officer · 2.5%
4229229