Arrowhead Investment Management provides investment supervisory services to investment vehicles exempt from registration under the Investment Company Act of 1940. Arrowhead's services include investigating, identifying, and evaluating investment opportunities, structuring, negotiating, and making investments on behalf of the Funds, managing and monitoring the performance of such investments and disposing of such investments. Arrowhead may serve as the investment adviser or General Partner to the Funds in order to provide such services. Investment advice is provided directly to the Funds and not individually to the investors in the Funds.
Assets Under Management$78M
Clients1
AdvisorsN/A
Avg. per Client$78M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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