SourcingSourcing

ARROWMARK ASSET MANAGEMENT, LLC

C49
CRD 307161·SEC 801-118052·DENVER, CO
AUM
$224.4M
$100M-$500M
Est. Revenue
$2.2M
@ 1% on AUM
Est. EBITDA
$673K
@ 30% margin
Est. Deal Value
$5.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ARROWMARK ASSET MANAGEMENT, LLC
CRD
307161
SEC file #
801-118052
EIN
—
DBA names
—

Economics

AUM
$224.4M
AUM band
$100M-$500M
AUM trajectory
'21'26
$145.0M → $224.4M▲ +55%
Client mix
Investment Companies1

Operations

Employees (total)
5
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'21'26
2 advisors → 2 advisors▬ 0%
Primary office
DENVER CO
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companies
Fee basis
% of AUM

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
arrowmarkpartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ARROWMARK INTERMEDIATE HOLDINGS
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
ARROWMARK INTERMEDIATE HOLDINGS
BHONSLE, SANJAI, SURYAJI
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ARROWMARKPARTNERS.COM
Rdap Domain Creation Date
2017-01-27T20:00:15Z
Rdap Firm Age Years
9
Rdap Firm Age Band
5-10y
Rdap Registrar
Register.com - Network Solutions, LLC

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 (13)

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
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-01-27T20:00:15Z
Rdap Domain Last Changed
2025-01-29T15:49:39Z
Rdap Nameservers
Dns101.register.comDns102.register.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (2)

2
BHONSLE, SANJAI, SURYAJI
Executive Officer · 2.5%
6776983
GROVE, RICHARD, ALLEN
Executive Officer · 2.5%
2237020