{
  "crd_number": 149120,
  "slug": "arrowmark-colorado-holdings-llc-denver-co-149120",
  "primary_business_name": "ARROWMARK COLORADO HOLDINGS, LLC",
  "legal_name": "ARROWMARK COLORADO HOLDINGS, LLC",
  "dbas": [
    "ARROWMARK PARTNERS"
  ],
  "city": "Denver",
  "state": "CO",
  "country": "United States",
  "cbsa_code": "19740",
  "metro": {
    "cbsa_code": "19740",
    "common_name": "Denver",
    "msa_name": "Denver-Aurora-Centennial, CO",
    "path": "/advisors/co/denver"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2009-01-13",
  "years_registered": 17,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 21020442509.0,
  "raum_discretionary": 20973411156.0,
  "raum_non_discretionary": 47031353.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 95,
  "advisory_employees": 41,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 7717568145.0,
      "count": 15,
      "description": "COLLATERALIZED LOAN OBLIGATIONS"
    },
    "charitable": {
      "raum": 231769332.0,
      "count": 4
    },
    "individuals": {
      "raum": 38728547.0,
      "count": 24
    },
    "state_municipal": {
      "raum": 174536927.0,
      "count": 2,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 3657407422.0,
      "count": 7
    },
    "pension_profit_sharing": {
      "raum": 315340628.0,
      "count": 4
    },
    "high_net_worth_individuals": {
      "raum": 508354322.0,
      "count": 36
    },
    "pooled_investment_vehicles": {
      "raum": 8112801229.0,
      "count": 37
    },
    "corporations_other_businesses": {
      "raum": 190512725.0,
      "count": 8
    },
    "sovereign_wealth_foreign_official": {
      "raum": 73423232.0,
      "count": 1,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CO"
  ],
  "websites": [
    "https://arrowmarkpartners.com",
    "https://linkedin.com/COMPANY/1098362",
    "https://meridianfund.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/149120",
  "city_as_filed": "DENVER",
  "url": "https://advisorcensus.com/firm/arrowmark-colorado-holdings-llc-denver-co-149120",
  "display_name": "Arrowmark Colorado Holdings, LLC",
  "summary": "Arrowmark Colorado Holdings, LLC is an SEC-registered investment advisory firm in Denver, CO, registered since 2009, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Arrowmark Colorado Holdings, LLC (CRD 149120): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Arrowmark Colorado Holdings, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Arrowmark Colorado Holdings, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Arrowmark Colorado Holdings, LLC located?",
      "a": "Arrowmark Colorado Holdings, LLC's principal office is in Denver, CO, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Arrowmark Colorado Holdings, LLC registered with the SEC or a state?",
      "a": "Arrowmark Colorado Holdings, LLC is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 149120."
    },
    {
      "q": "How much does Arrowmark Colorado Holdings, LLC manage?",
      "a": "Arrowmark Colorado Holdings, LLC reports $21,020,442,509 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)."
    },
    {
      "q": "How have Arrowmark Colorado Holdings, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Arrowmark Colorado Holdings, LLC: Regulatory assets under management: $20,879,939,890 in the October 2021 data and $21,020,442,509 in the October 2026 data, up 1%. Total employees: 77 in October 2021 and 95 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Arrowmark Colorado Holdings, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (37); high net worth individuals (36); individuals (other than high net worth individuals) (24)."
    },
    {
      "q": "Which custodians does Arrowmark Colorado Holdings, LLC use?",
      "a": "Arrowmark Colorado Holdings, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing Advisor Solutions LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Arrowmark Colorado Holdings, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/149120"
    },
    {
      "q": "What changed in Arrowmark Colorado Holdings, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 47 to 41. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 20879939890.0,
      "total_employees": 77,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 21793929553.0,
      "total_employees": 80,
      "filing_date": "2022-08-08"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 21401554901.0,
      "total_employees": 102,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 21568739948.0,
      "total_employees": 103,
      "filing_date": "2024-03-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 20855885591.0,
      "total_employees": 103,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 21020442509.0,
      "total_employees": 95,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 47 to 41.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Pershing Advisor Solutions LLC",
      "name_as_filed": "PERSHING ADVISOR SOLUTIONS LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/arrowmark-colorado-holdings-llc-denver-co-149120.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 24,
      "fewer_than_5": false,
      "raum": 38728547.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 36,
      "fewer_than_5": false,
      "raum": 508354322.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 7,
      "fewer_than_5": false,
      "raum": 3657407422.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 37,
      "fewer_than_5": false,
      "raum": 8112801229.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 4,
      "fewer_than_5": false,
      "raum": 315340628.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 4,
      "fewer_than_5": false,
      "raum": 231769332.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 2,
      "fewer_than_5": true,
      "raum": 174536927.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 1,
      "fewer_than_5": true,
      "raum": 73423232.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 8,
      "fewer_than_5": false,
      "raum": 190512725.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 15,
      "fewer_than_5": false,
      "raum": 7717568145.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/149120",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}