Arrow Ridge Capital Advisors, LLC (Fort Worth)

Arrow Ridge Capital Advisors, LLC is a large advisory firm based in Fort Worth. It manages $100.4 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of California.

Arrow Ridge Capital Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Arrow Ridge Capital Advisors: assets under management

The assets under management (AUM) of Arrow Ridge Capital Advisors, LLC is $100.4 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 50% since the beginning of its operation, and $39.8 million of the total AUM is attributable to clients outside of the United States.

The firm manages $100.4 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $33.47 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Arrow Ridge Capital Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Arrow Ridge Capital Advisors serves?

The only and largest group of clients of Arrow Ridge Capital Advisors is pooled investment vehicles with 3 clients and $100.4 million of assets under management. Among the 14 most similar advisory firms, Arrow Ridge Capital Advisors has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $100.4 million for 3 clients. 67% of the firm’s clients are foreign persons or businesses.

Arrow Ridge Capital Advisors also advises several private funds. Namely, one hedge fund.

Careers at Arrow Ridge Capital Advisors, LLC

The company employs 4 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
L.P. Tpg Holdings Ii Sub	Managing member	1 Feb 2013	75% - 100%	38-3856865
Martin Louis Davidson	Chief accounting officer	1 Sep 2014	Other	5330788
Roberta Joann Harris	Chief compliance officer	1 Apr 2016	Other	6637298
Steven Andrew Willmann	Treasurer	1 Jul 2016	Other	4860199
Ken Nolan Murphy	Vice president	1 Jul 2016	Other	4892539
Michael Lagatta	Vice president	1 Aug 2016	Other	6776790
Vikram Arora	Portfolio manager	1 Oct 2016	Other	5004736
Alicia Gavello	Chief financial officer	1 Oct 2016	Other	6777123
L.P. Arrow Ridge Senior Professionals	Managing member	1 Nov 2016	50% - 75%	81-3422677
Stephen Rose	Assistant treasurer	1 Feb 2018	Other	6931206
Jerry Neugebauer	Vice president	1 Feb 2018	Other	6931577

Indirect Owners

The SEC currently registers 11 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
David Nmn Bonderman	Shareholder	1 Dec 2006	75% - 100%	1892040
James George Coulter	Shareholder	1 Dec 2006	75% - 100%	5085548
L.P. Tpg Holdings	Limited partner	1 Dec 2009	75% - 100%	98-0515269
L.P. Tpg Partner Holdings	Limited partner	1 Dec 2009	75% - 100%	98-0519570
Inc. Tpg Group Holdings (Sbs) Advisors	Managing member	1 Dec 2009	75% - 100%	27-1650453
L.P. Tpg Group Holdings (Sbs)	Managing member	1 Jun 2010	75% - 100%	27-1676102
Llc Tpg Holdings Ii A	General partner	1 Jun 2010	75% - 100%	27-1656806
Llc Tpg Group Holdings (Sbs) Advisors	General partner	1 Jun 2010	Other	81-4793207
L.P. Tpg Holdings Ii	General partner	1 Nov 2011	50% - 75%	27-1346320
Inc. Bondco	Limited partner	1 Jan 2012	25% - 50%	75-2447912
Inc Coulco	Limited partner	1 Jan 2012	25% - 50%	75-2501132

Based in Fort Worth

The principal office where Arrow Ridge Capital Advisors, LLC performs its advisory services is located at 301 Commerce Street, Fort Worth, TX 76102, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 817-871-4000 or by fax 817-871-4001. The normal business hours are 8:30 - 5:30 on Monday - Friday.