ARROWHEAD INVESTMENT MANAGEMENT LLC
SEC RegisteredFlexible Private Capital Solutions for Middle-Market Companies
About the firm
Arrowhead Management offers flexible private capital solutions for middle-market companies, with a 25+ year track record of strong performance driven by a partnership approach. The firm invests across the capital structure and tailors solutions to the specific needs of each borrower, leveraging deep sector expertise.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Flexible and opportunistic capital solutions, with the ability to invest across the capital structure and tailor solutions to the specific needs of each borrower
Who they serve
Middle-market companies
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 1 | $78M |
0 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
Data as of March 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ARROWHEAD INVESTMENT MANAGEMENT LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched