ARROWMARK PARTNERS
6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served7-1 YoYRank #1702 of mapped providers
Assets under administration$19.5B0.0%Market share · rank #664
Fees received$3MMedian $205,643/planSum across Schedule C direct + indirect
Net wins YoY-11 won · 2 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical ARROWMARK PARTNERS plan look like?
Service mix · median fees per plan
Count of plans where ARROWMARK PARTNERS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Securities brokerage; Investment management; Direct payment from the plan; Soft dollars commissions; Investment management fees paid directly by planCode 28 | 7 | $205,643 |
Competitor overlap
Percent of ARROWMARK PARTNERS's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under ARROWMARK PARTNERS.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under ARROWMARK PARTNERS; not this year.
| Sponsor | To | Assets |
|---|---|---|
BRICKLAYERS & TROWEL TRADES INTL PENSION FD BD OF TRUSTEEDC · 526127746-001 | AXCELUS FINANCIAL | $1.8B |
US FOODS, INC.IL · 363642294-012 | (new plan) | $761M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
AMGEN INC.CA · 953540776-001 | $7.7B | 22,645 | $953,956 | 5y | - |
AMERICAN ELECTRIC POWER SERVICE CORPORATIONOH · 134922641-002 | $5.2B | 21,396 | $444,342 | 8y | - |
ESTEE LAUDER, INC.NY · 131871348-002 | $3.2B | 18,363 | $759,935 | 8y | - |
ONCOR ELECTRIC DELIVERY COMPANY LLCTX · 752967830-001 | $1.9B | 14,519 | $205,643 | 5y | - |
AMGEN MANUFACTURING LIMITED LLCPR · 980210484-001 | $780M | 3,198 | $65,122 | 5y | - |
SCHWANS SHARED SERVICES, LLCMN · 810572771-001 | $632M | 11,319 | $67,763 | 9y | - |
US FOODS, INC.IL · 363642294-212 | $70M | 0 | $164,483 | 1y | - |
Flag exposure
85.7%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (6)
Raw Schedule C names collapsed into ARROWMARK PARTNERS.
- ARROWMARK
- ARROWMARK CAPITAL
- ARROWMARK COLORADO
- ARROWMARK COLORADO HOLDINGS LLC
- ARROWMARK COLORADO HOLDINGS, LLC
- ARROWMARK PARTNERS
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for ARROWMARK PARTNERS's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with ARROWMARK PARTNERS. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent