# Arrowmark Colorado Holdings, LLC > 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. - CRD: 149120 - Filed as: ARROWMARK COLORADO HOLDINGS, LLC - Also doing business as: ARROWMARK PARTNERS - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: Denver, CO - Filing period: October 2026 - Form ADV filing dated: March 31, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/149120 - AdvisorCensus page: https://advisorcensus.com/firm/arrowmark-colorado-holdings-llc-denver-co-149120 ## Quick answers **How is Arrowmark Colorado Holdings, LLC compensated?** 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. **Where is Arrowmark Colorado Holdings, LLC located?** 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). **Is Arrowmark Colorado Holdings, LLC registered with the SEC or a state?** Arrowmark Colorado Holdings, LLC is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 149120. **How much does Arrowmark Colorado Holdings, LLC manage?** 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). **How have Arrowmark Colorado Holdings, LLC's assets and staff changed since 2021?** 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. **What types of clients does Arrowmark Colorado Holdings, LLC serve?** 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). **Which custodians does Arrowmark Colorado Holdings, LLC use?** 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. **Does Arrowmark Colorado Holdings, LLC report any disciplinary disclosures?** 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 **What changed in Arrowmark Colorado Holdings, LLC's recent Form ADV filings?** 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). ## From the Form ADV filing ### Compensation (Item 5.E) - A percentage of assets under your management - Performance-based fees ### Custodians (Schedule D, Section 5.K(3)) - Pershing Advisor Solutions LLC 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. ### Regulatory assets under management (Item 5.F) - Total: $21,020,442,509 - Discretionary: $20,973,411,156 - Non-discretionary: $47,031,353 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 24 | $38,728,547 | | High net worth individuals | 36 | $508,354,322 | | Investment companies | 7 | $3,657,407,422 | | Pooled investment vehicles (other than investment companies and business development companies) | 37 | $8,112,801,229 | | Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $315,340,628 | | Charitable organizations | 4 | $231,769,332 | | State or municipal government entities (including government pension plans) | 2 | $174,536,927 | | Sovereign wealth funds and foreign official institutions | 1 | $73,423,232 | | Corporations or other businesses not listed above | 8 | $190,512,725 | | Other | 15 | $7,717,568,145 | ### Advisory services (Item 5.G) - 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 ### Firm details - Registered since: 2009 (17 years) - Employees: 95 total, 41 performing advisory functions - Wrap fee program participation: No - States registered or notice-filed: CO - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ### Other offices (Schedule D, Section 1.F), as of the April 2026 filing - London - San Francisco, CA ### Websites listed on Form ADV (Item 1.I) - arrowmarkpartners.com - meridianfund.com - LinkedIn @1098362 ## Assets and staff over time | Data period | Regulatory assets under management | Employees | Filing dated | | --- | --- | --- | --- | | October 2021 | $20,879,939,890 | 77 | March 31, 2021 | | October 2022 | $21,793,929,553 | 80 | August 8, 2022 | | October 2023 | $21,401,554,901 | 102 | March 31, 2023 | | October 2024 | $21,568,739,948 | 103 | March 27, 2024 | | October 2025 | $20,855,885,591 | 103 | March 31, 2025 | | October 2026 | $21,020,442,509 | 95 | March 31, 2026 | 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. ## Changes in the filing (last 12 months) ### April 2026 - Employees performing advisory functions went from 47 to 41. - Updated its list of owners and control persons (Schedule A). ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Arrowmark Colorado Holdings, LLC (CRD 149120): Form ADV filing data as of October 2026.