Federal Data Hub › SEC Form ADV · JSON · SEC IAPD ↗

ARROWROOT FAMILY OFFICE, LLC

dba ARROWROOT FAMILY OFFICE, LLC · CRD 168744 · Registered Investment Adviser

Regulatory disclosureCustody via related personManages private funds

ARROWROOT FAMILY OFFICE, LLC is a Registered Investment Adviser headquartered in MARINA DEL REY, CA. The firm reports $430,684,413 in regulatory assets under management across 1,416 accounts, and manages 2 private fund(s). It reports 3 Form ADV Item 11 disciplinary disclosure(s) (Regulatory).

Regulatory assets under management

Discretionary$367,624,275
Non-discretionary$63,060,138
Total RAUM$430,684,413
Accounts1,416

Disciplinary history (Form ADV Item 11)

This adviser answered "yes" to 3 Item 11 disclosure question(s):

CategoryReported
Criminal (11A / 11B)—
Regulatory (11C–11F)Yes
Civil / Other (11G / 11H)—

Item 11 captures firm-level Y/N disclosures only. For the narrative Disciplinary Reporting Pages, see the full Form ADV PDF on SEC IAPD.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 168744. adviserinfo.sec.gov/firm/summary/168744.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

License: CC0 1.0 Universal. Corrections: corrections @ ai-analytics.org.