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ARROWMARK COLORADO HOLDINGS, LLC
CRD 149120File 801-69868
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$21.02B
Top 10% of cohort (national)
Discretionary AUM
$20.97B
Non-discretionary $47.0M
Clients
123
138 accounts
Employees
95
Top 10% of cohort in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jan 13, 2009
- Principal office
- 100 FILLMORE STREET, SUITE 325, DENVER, CO, 80206
- Phone
- 303-398-2929
- Website
- HTTP://WWW.MERIDIANFUND.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $21.02B
- Discretionary AUM
- $20.97B
- Non-discretionary AUM
- $47.0M
- Discretionary accounts
- 135
- Non-discretionary accounts
- 3
- Total accounts
- 138
- AUM per client
- $170.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $190.5M |
| Non-U.S. persons | Fewer than 5 | $73.4M |
| Investment companies | 7 | $3.66B |
| Charitable organizations | 4 | $231.8M |
| High net worth individuals | 36 | $508.4M |
| Pooled investment vehicles | 37 | $8.11B |
| Pension and profit sharing plans | 4 | $315.3M |
| State or municipal government entities | Fewer than 5 | $174.5M |
| Individuals (other than high net worth individuals) | 24 | $38.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 138 | 123 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.