ArrowMark Partners
ArrowMark Partners is a privately held, employee-owned investment management firm managing $8.8 billion across credit, equity, and real estate strategies for institutional and private wealth clients.
- Company typePrivate
- Founded2007
- HeadquartersDenver, United States
- Headcount101–250
- GTM typeB2B
- OfferingServices
What ArrowMark Partners does
ArrowMark Partners is a privately held, employee-owned investment management firm founded in 2007 and headquartered in Denver, Colorado, with a secondary office in London. As of March 31, 2026, the firm manages $8.8 billion in assets under management across three integrated pillars: Credit ($4.0bn), Equity ($2.6bn), and Real Estate ($2.2bn). The firm serves institutional clients including pension funds, endowments, foundations, and private wealth allocators through a direct sales-led distribution model, alongside retail access via the Meridian Funds mutual fund family and the publicly listed ArrowMark Financial Corp. (NASDAQ: BANX) closed-end vehicle acquired in 2020.
The credit platform is ArrowMark's largest and most specialized franchise, anchored by a regulatory capital relief / significant risk transfer strategy managing $1.1bn across approximately 70 transactions globally — positioning the firm among the largest and most-tenured participants partnering with leading global bank issuers. The credit offering also includes a broadly syndicated CLO platform (Elevation series) with first issuance in 2013, a captive CLO Equity strategy launched in 2021, and a multi-sector credit strategy spanning ABS, agencies, CLO debt and equity, CMBS, RMBS, and regulatory capital relief. The real estate platform comprises a CRE structured finance strategy launched in 2022 targeting U.S. middle-market sponsors (with over $4bn in cumulative CRE deployment and $320M+ in first-vintage fund commitments) and a commercial mortgage lending (CML) platform anchored by insurance company and financial institution managed account programs. The equity platform includes long-only small/mid-cap strategies (Meridian Funds family, acquired 2013), a hedged equity strategy, and a life sciences crossover strategy executed through the AMVKG LS joint venture with Viking Global Investors established in 2018.
Revenue is generated through management fees and performance fees on AUM across the firm's strategies, with pricing not publicly disclosed due to customized institutional fee arrangements. The firm is privately held with no external equity funding; growth has been organic through client asset accumulation, strategy extensions, and two material acquisitions (Meridian Funds in 2013, StoneCastle Financial in 2020). The firm employs 51 investment professionals and operates with no identified parent company or institutional investor shareholders.
ArrowMark Partners firmographics
Firmographics- Name
- ArrowMark Partners
- Legal name
- ArrowMark Partners
- Website
- https://arrowmarkpartners.com/
- Company type
- Private
- Founded year
- 2007
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- ArrowMark Partners is a privately held, employee-owned investment management firm managing $8.8 billion across credit, equity, and real estate strategies for institutional and private wealth clients.
- Ownership category
- akta.pro rank
ArrowMark Partners industry classification
Industry- Product category
- Institutional Asset Management
- NAICS
- Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Core Infrastructure Funds (Transport, Social, Digital, Utilities) (FSANAEAA)
- akta.pro secondary industry
- Thematic / Sector-Focused Multi-Manager Platforms (FSANAGAH)
Keywords
Where ArrowMark Partners is headquartered
LocationHeadquarters
- HQ city
- Denver
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
ArrowMark Partners business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Asset Management Fees: ArrowMark Partners generates revenue through management fees and potentially performance fees charged on assets under management across its credit, equity, and real estate strategies.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels2 records
ArrowMark Partners product offering
Product offeringCore offering
ArrowMark Partners is a privately held, employee-owned investment management firm that manages assets on behalf of institutional clients and private wealth allocators across an integrated platform spanning Credit (private credit, CLOs, multi-sector credit, regulatory capital relief), Real Estate (CRE structured finance, commercial mortgage lending), and Equity (long-only equity, life sciences, hedged equity). The firm also manages the Meridian Funds family of mutual funds and serves as investment adviser to ArrowMark Financial Corp. (NASDAQ: BANX).
Product overview
ArrowMark Partners is a privately held, employee-owned investment management firm offering a unified platform of investment strategies across three core areas: Credit, Real Estate, and Equity. The Credit strategies include Private Credit (Regulatory Capital Relief), CLO/Leveraged Loans, Multi-Sector Credit, and CLO Captive Equity. Real Estate strategies encompass CRE Structured Finance and CML Platform (Commercial Mortgage Lending). Equity strategies include Long Only Equity, Life Science, and Hedged Equity strategies. The firm also manages the Meridian Funds family of mutual funds (Meridian Growth Fund, Meridian Small Cap Growth Fund, Meridian Contrarian Fund, and Meridian Hedged Equity Fund), and oversees ArrowMark Financial Corp. (BANX), a publicly traded investment company. The firm manages $8.8 billion in assets under management as of March 31, 2026.
Differentiator
Problem solved
Functional benefit
Brands
- Meridian Funds: Actively managed mutual funds focusing on U.S. small- and mid-capitalization equity strategies, including Meridian Growth Fund, Meridian Small Cap Growth Fund, Meridian Contrarian Fund, and Meridian Hedged Equity Fund.
Products and services
- Meridian Growth Fund Seeks long-term growth of capital by investing primarily in equity securities of small to mid-capitalization growth companies.
- Meridian Small Cap Growth Fund Seeks long-term growth of capital by investing primarily in equity securities of small-capitalization growth companies.
- Meridian Contrarian Fund Seeks out-of-favor companies that may have depressed valuations and visible catalysts for sustainable improvement while prioritizing downside risk before potential return.
- Meridian Hedged Equity Fund Seeks to maximize total return by investing primarily in a diversified portfolio of equity securities of U.S. large-capitalization companies with capital appreciation potential.
- Regulatory Capital Relief Strategy Opportunistic approach to capitalize on the asset class's unique combination of high, income-driven yields with historical resilience during periods of market stress, partnering with leading global bank issuers. Manages $1.1bn across approximately 70 transactions globally.
- CLO / Leveraged Loans Platform Operates as both a collateral manager and investor in third-party managed Collateralized Loan Obligations (CLOs), guided by leadership with three decades of structured credit investment experience.
- CLO Captive Equity Strategy
- Multi-Sector Credit Strategy Investments spanning ABS, agencies, debt and equity CLOs, CMBS, commercial real estate, regulatory capital relief, and RMBS, reflecting the firm's expertise across securitized and niche private credit markets.
- CRE Structured Finance Strategy Seeks to generate income and capital appreciation by originating and structuring bespoke financing solutions for U.S. middle-market commercial real estate operators and sponsors across multi-family, industrial, office, retail, and specialty assets.
- CML Platform (Commercial Mortgage Lending) Anchored by senior debt programs managed on behalf of several insurance company and financial institution partners, focused on originating and asset managing middle-market CMLs across traditional and specialty asset types.
- Life Science Strategy Follows a science-driven process to identify pre-IPO and early stage public life science companies focused on advancing novel therapeutic agents and drug discovery/research technologies.
- Hedged Equity Strategy Seeks to optimize long-term growth of capital while minimizing portfolio volatility through fundamental research and active portfolio construction with long and opportunistic risk-managed equity exposures.
- Long Only Equity Strategy Actively managed equity strategies focusing on U.S. small and SMID cap equity following a philosophy rooted in constructing high-quality portfolios with emphasis on downside risk mitigation.
- ArrowMark Financial Corp. (BANX) Publicly traded investment company listed on Nasdaq, managed by ArrowMark Partners as investment adviser.
Companies that use ArrowMark Partners
Customer profileNamed customers4 records
Segments2 records
Ideal customer profiles3 records
ArrowMark Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
ArrowMark Partners partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- OmniAbcoreOmniAb has a technology license agreement with Mabtrx Biosciences, operating within the AMVKG LS joint venture structure established between ArrowMark Partners and Viking Global Investors.
Scale indicators5 records
Recent moves7 records
Expansion highlights6 records
ArrowMark Partners competitors and assessment
Company assessmentBroad incumbents
- Carlyle Group: Carlyle is a global alternative asset manager with significant credit, real estate, and equity strategies. Comparable as a multi-strategy alternative manager serving institutional clients with overlapping CLO, CRE debt, and structured credit capabilities, though at vastly greater AUM scale.
- Ares Management: Ares is a leading alternative asset manager with deep credit, real estate, and private equity capabilities, including a top-tier CLO franchise and direct lending platform. Highly comparable multi-strategy alternative manager with overlapping institutional client base and product set.
- Apollo Global Management: Apollo is a global alternative asset manager with extensive credit, real estate, and structured products businesses including Athene permanent capital. Comparable as a multi-strategy alternatives firm with overlapping institutional mandate focus and structured credit/SRT exposure.
- Oaktree Capital Management: Oaktree is a leading alternative investment manager specializing in credit and structured credit strategies including CLOs and direct lending. Highly comparable in credit-led strategy mix and institutional client focus, though Oaktree operates at meaningfully greater AUM scale.
Direct peers
- Sixth Street Partners: Sixth Street is a global investment firm focused on credit, structured products, and direct lending, with similar institutional focus and a comparable specialty finance/SRT orientation. Highly comparable as a multi-strategy credit-led alternatives manager of similar size and institutional positioning.
- Paloma Partners: Paloma Partners is a multi-strategy alternative asset manager focused on structured credit, securitized products, and middle-market lending. Direct peer given similar strategy mix (CLOs, structured credit, specialty finance) and institutional client base.
- PineBridge Investments: PineBridge is a global multi-asset manager offering credit, equity, and alternative strategies to institutional clients. Comparable multi-strategy alternative manager with similar CLO/structured credit capabilities and institutional distribution focus.
- Kayne Anderson Capital Advisors: Kayne Anderson is an alternative investment manager with significant credit, energy, real estate, and middle-market lending businesses. Direct peer with overlapping CRE debt, CLO, and institutional alternative investment offerings of similar scale.
- Sound Point Capital Management: Sound Point is a credit-focused alternative asset manager specializing in CLOs, structured credit, and opportunistic credit strategies. Direct competitor in the CLO and structured credit space with similar institutional client focus.
Emerging players
- Cowen Healthcare Investments (now part of TD Cowen): Crossover life sciences investor with overlap to ArrowMark's life sciences strategy and AMVKG LS venture. Comparable in pre-IPO and early-stage public life sciences investing focus with institutional capital base.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat6 records
Key risks5 records
Key highlights6 records
Customer concentration
ArrowMark Partners social profiles
Digital presenceArrowMark Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
ArrowMark Partners leadership team
Management profileNumber of profiles
Profiles13 records
ArrowMark Partners subsidiaries and ownership
Company hierarchySubsidiaries2 records
ArrowMark Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
ArrowMark Partners M&A and investment
M&A and investmentM&A
Investments82 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about ArrowMark Partners
What does ArrowMark Partners do?
ArrowMark Partners is a privately held, employee-owned investment management firm that manages assets on behalf of institutional clients and private wealth allocators across an integrated platform spanning Credit (private credit, CLOs, multi-sector credit, regulatory capital relief), Real Estate (CRE structured finance, commercial mortgage lending), and Equity (long-only equity, life sciences, hedged equity). The firm also manages the Meridian Funds family of mutual funds and serves as investment adviser to ArrowMark Financial Corp. (NASDAQ: BANX).
Is ArrowMark Partners a public or private company?
ArrowMark Partners is a private company. It is classified as management employee owned and is currently operating.
When was ArrowMark Partners founded?
ArrowMark Partners was founded in 2007. It employs 101 to 250 people.
Where is ArrowMark Partners based?
ArrowMark Partners is headquartered in Denver, United States, in the North America region.
How does ArrowMark Partners make money?
One revenue line is on record: asset Management Fees.
Who are ArrowMark Partners's main competitors?
Broad incumbents on record are Carlyle Group, Ares Management, Apollo Global Management and Oaktree Capital Management. Direct peers are Sixth Street Partners, Paloma Partners, PineBridge Investments, Kayne Anderson Capital Advisors and Sound Point Capital Management. Cowen Healthcare Investments (now part of TD Cowen) is listed as an emerging player.
Does ArrowMark Partners have an API?
No public API is recorded for ArrowMark Partners.
What industry is ArrowMark Partners in?
ArrowMark Partners's product category is Institutional Asset Management. Its primary akta.pro industry code is FSANAEAA, Core Infrastructure Funds (Transport, Social, Digital, Utilities), with a secondary code of FSANAGAH, Thematic / Sector-Focused Multi-Manager Platforms. Its NAICS code is 52394 and its SIC code is 6282.