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ArrowMark Partners Review

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This review was produced by SmartAsset based on publicly available information. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s reviews. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals.

ArrowMark Colorado Holdings, widely known as ArrowMark Partners, is a Denver-based institutional investment management firm with billions of dollars in assets under its management. It focuses on alternative credit and capacity-constrained equity strategies. ArrowMark's financial advisors primarily work with institutional clients and investment funds.

ArrowMark Partners Background

ArrowMark was founded in 2007 by David Corkins and Karen Reidy. Prior to ArrowMark's founding, they were both executive vice presidents at Janus Capital Group. Since then, three other Janus veterans have joined the firm. Today, its portfolio management team features two chartered financial analysts (CFAs). Collectively, the team shares more than 100 years of experience in the investment management industry.

In addition to co-founders Corkins and Reidy, the firm’s partners include Kaelyn Abrell, Sanjai Bhonsle, Chad Meade and Brian Schaub.

ArrowMark Partners Client Types and Minimum Account Sizes

ArrowMark works with some high-net-worth individuals, as well as their related trusts, estates, endowments and foundations. However, the firm mainly works with institutions, including investment companies, in-house investment funds, retirement plans, government entities, insurance companies, sovereign wealth funds, businesses and collateralized debt obligations (CDOs).

The minimum investment for a separately managed account is generally $10 million. However, this may be negotiable. 

Services Offered by ArrowMark Partners

ArrowMark focuses on providing investment management services. It generally constructs separately managed accounts for its clients. The firm also advises U.S. mutual funds and hedge funds.

ArrowMark Partners Investment Philosophy

ArrowMark aims to build diversified portfolios that adhere to a client’s risk tolerance and investment goals. It may invest client assets across various asset classes including equity, fixed income, options and asset-backed securities. Its equity strategy focuses on areas where capacity is scarce or constrained or there is a special situation. The team also looks for asymmetrical risk-reward investment opportunities in fixed income and private credit. They also specialize in leveraged loan investments and collaterized loan obligation (CLO) funds.

The firm primarily relies on fundamental analysis when evaluating these securities. This method involves measuring the intrinsic value of a stock by studying the company’s financials and potential for growth and positive performance. 

Fees Under ArrowMark Partners

ArrowMark charges annual investment advisory fees as a percentage of assets under management (AUM). These generally range from 0.20% to 1.00%, and are charged on a quarterly basis. Clients should also expect to be charged for custodial fees, brokerage commissions, fund expense ratios and other miscellaneous costs.

What to Watch Out For

ArrowMark does not have any disclosures listed on its SEC-filed Form ADV.

For some of its advisory relationships, ArrowMark recieves performance-based fees. According to the firm's Form ADV, this "may create an incentive for [the firm] to make investments that are riskier, more speculative, or more highly levered than would be the case in the absence of performance-based compensation." While this induces a potential conflict of interest, the firm's fiduciary duty means it must act in your best interest, no matter what.

Opening an Account With ArrowMark Partners

To get in touch with ArrowMark, simply call the firm at (303) 398-2929.

All information is accurate as of the writing of this article.

Tips for Finding the Right Financial Advisor

  • The process of choosing a financial advisor can be tough to begin. SmartAsset's free financial advisor matching tool can help you get going though, as it will pair you with up to three advisors who serve your area. Get started now.
  • Know how your advisor gets paid. Fee-only advisors collect compensation soley from their clients, while fee-based advisors also earn commissions from third parties for selling their investment or insurance products. As you might guess, the former have fewer conflicts of interests.

How Long $1mm Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology We analyzed data on average expenditures for seniors, cost of living and investment returns to determine how many years of retirement a $1 million nest egg would cover in cities across America.

First, we looked at data from the Bureau of Labor Statistics (BLS) on the average annual expenditures of seniors. We then applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in the largest U.S. cities.

We assumed the $1 million would grow at a real return (interest minus inflation) of 2%. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.

Sources: Bureau of Labor Statistics (BLS), Council for Community and Economic Research