DFX Intelligence
Family Office Intelligence
A continuously maintained graph of U.S. family offices: identity, team, observed investments, public holdings, relationships and dated signals of change. Facts, inferences and estimates are labelled as such, with the source and the date, on every row. Unknown is printed as unknown.
Family office profile
Arrowroot Family Office, LLC
Marina Del Rey, CAMulti-family officeidentity confidence 90%Top 500 by research priorityarrowrootadvisors.com
Why this class: The firm's family office practice says it serves founders who have exited and families with generational wealth..
Verified Sep 13, 2026 (4 days ago)
Last observed Sep 16, 2026 · 98 observations · 5 sources
19 people · 0 investments · 156 public positions · 49 events
Identity
90
high
Data depth
65
high
Freshness
100
high
Active deployment
0
low
Direct investing
15
moderate
External managers
0
low
Private markets
10
low
Sponsor-friendly
0
low
Real estate
20
moderate
Co-investment
0
low
Contactability
100
high
Mandate confidence
0
low
Twelve separate dimensions, each 0 to 100 from listed components. There is no single family office score; the components are in the evidence section.
Overview
Profile completeness 59% (high value, high value deep; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
- Classification
- Multi-family office
- Description
- Senior advisors guiding wealth, family office, and business decisions. Independent, fiduciary, and built around the whole financial picture.
- Headquarters
- Marina Del Rey, CA
- Office address
- 4553 GLENCOE AVENUE, SUITE 200, Marina Del Rey, CA, 90292
- Business phone
- 833-224-2249
- Website
- arrowrootadvisors.com
- Year established
- unknown
- Assets under management
- unknown
- Capital scale
- Reported office AUM: unknown. 13F disclosed value $302M. Regulatory AUM $431M. These are different facts and are never added together.
- Regulatory AUM (Form ADV)
- $431M as of Mar 30, 2026, the adviser's regulatory assets, not the family's wealthFact
- SEC registration
- RIA since Jul 23, 2021 · 18 employeesFact
- Client mix (Form ADV 5.D)
- Individuals: 818 ($79.0M); Pension plans: n/a ($17.3M); High net worth individuals: 595 ($326M); Pooled investment vehicles: 2 ($8.0M)Fact
- Private funds advised
- 2 (PE n/a, VC n/a, hedge 1, real estate 1), gross assets $8.0MFact
- Form 13F
- $302M across 156 positions, quarter ended Mar 31, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
- Sep 13, 2026Multi-family office 90%The firm's family office practice says it serves founders who have exited and families with generational wealth.Factverifiedarrowrootadvisors.com“Arrowroot Family Office serves families whose financial world has outgrown conventional advice”
- Sep 12, 2026Multi-family office 80%the office describes itself as a multi family office (cited)Fact
- Sep 12, 2026Multi-family office 75%registered adviser named as a family office serving many clients: a multi-family office by constructionInference
- Sep 12, 2026Multi-family office 70%registered adviser named as a family office serving many clients: a multi-family office by constructionInference
Family and wealth origin
- Family served
- unknown
- Source of wealth
- unknown
- Operating company origin
- unknown
Not on the record yet. Family and wealth-origin claims are written only from cited public sources.
Team
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| Equity Compensation | Investment Management | Direct investments · investment decisions | none on record | arrowrootadvisors.com Fact |
| Mike Knittel | Portfolio Manager | Direct investments · investment decisions | none on record | arrowrootadvisors.com Fact |
| Cassandra Barry | Managing Director | Leadership | none on record | arrowrootadvisors.com Fact |
| Crystal McMahon | Managing Director | Leadership | none on record | arrowrootadvisors.com Fact |
| David Khoury, CFA | Managing Director | Leadership | email: david@arrowrootadvisors.com (verified by provider, Sep 15, 2026) | arrowrootadvisors.com Fact |
| Diane Young | Partner, Managing Director | Leadership | none on record | arrowrootadvisors.com Fact |
| Mark McCarron | Partner, Managing Director | Leadership | none on record | arrowrootadvisors.com Fact |
| Mark Ryan Mccarron | Managing Member | Leadership | none on record | reports.adviserinfo.sec.gov Fact |
| Matt McEwen | Vice President | Leadership | none on record | arrowrootadvisors.com Fact |
| Onboarding Process | Business Owner Planning | Leadership | none on record | arrowrootadvisors.com Fact |
| Rob Santos | CEO | Leadership | email: rob.santos@arrowrootadvisors.com (verified by provider, Sep 15, 2026) | arrowrootadvisors.com Fact |
| Robert Santos | CEO | Leadership | email: rob.santos@arrowrootadvisors.com (verified by provider, Sep 12, 2026) phone: 310.341.4774 (published by the subject, Nov 12, 2025) | sec.gov Fact |
| Roberto Francisco Santos | Chief Executive Officer Officer | Leadership | email: rob.santos@arrowrootadvisors.com (verified by provider, Sep 12, 2026) | reports.adviserinfo.sec.gov Fact |
| Roberto Santos | CEO | Leadership | email: rob.santos@arrowrootadvisors.com (verified by provider, Sep 12, 2026) phone: 310.341.4774 (published by the subject, May 15, 2026) | sec.gov Fact |
| Sara Frazier | Vice President, Wealth Advisor and Financial Planner | Leadership | none on record | arrowrootadvisors.com Fact |
| Irene Apergis | COO | Operations and finance | none on record | arrowrootadvisors.com Fact |
| Irene Gerasimos Apergis | Chief Operating Officer | Operations and finance | none on record | reports.adviserinfo.sec.gov Fact |
| Rachel Young | Operations Assistant | Operations and finance | none on record | arrowrootadvisors.com Fact |
| Sydney Craig | Operations Manager | Operations and finance | none on record | arrowrootadvisors.com Fact |
Office contact points
Office address: 4553 GLENCOE AVENUE, SUITE 200, Marina Del Rey, CA, 90292 (published by the subject) sec.gov
Investment mandate
inferred only: real estate funds advised 1.0, public equity book 302499111.0
Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
No investments on the record yet, so nothing is observed.
Inferred (regulatory shape and team)
- Public equity book
- $302M Inference13F table value, quarter ended 2026-03-31; long 13(f) securities only
- Real estate funds advised
- 1 InferenceForm ADV Item 7.B
- Invests directly
- unknown
- Allocates to managers
- unknown
- Asset classes
- unknown
- Sectors
- unknown
- Geography
- unknown
- Check size
- unknown
Direct investments
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Its own private funds (Form ADV Schedule D 7.B.(1))
Each fund as the office reported it on its own Form ADV. Gross asset value is the fund's assets on the filing date, not a fund size and not capital raised; the related share is what the adviser and its related persons own, which the SEC does not extend to the family's trusts.
| Fund | Type | Gross asset value | Related share | Reported | Form D |
|---|---|---|---|---|---|
| LADRILLO FUND, LLC | Hedge Fund | $3.8M Nov 11, 2024 | 1% | Jun 25, 2021 to now | 021-201557 |
| ARROWROOT REAL ESTATE FUND II LP | Real Estate Fund | $3.4M Nov 11, 2024 | 3% | Jun 25, 2021 to now | 021-396484 |
Fund and manager relationships
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings
Form 13F holdings
Top 40 positions of 156 for the quarter ended Mar 31, 2026; $224M shown of $302M reported. Long 13(f) securities only. Never presented as the whole portfolio.
| Issuer | Class | Value | Shares | Weight |
|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $22.7M | 206,674 | 7.5% |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | $16.3M | 173,975 | 5.4% |
| ISHARES TR | CORE US AGGBD ET | $15.8M | 159,393 | 5.2% |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $13.9M | 216,425 | 4.6% |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $10.4M | 191,869 | 3.4% |
| VANGUARD INDEX FDS | TOTAL STK MKT | $9.4M | 29,184 | 3.1% |
| ISHARES TR | CORE S&P MCP ETF | $8.6M | 127,341 | 2.8% |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $7.7M | 249,738 | 2.5% |
| EA SERIES TRUST | MARKETDESK FOCUS | $7.1M | 267,483 | 2.4% |
| ISHARES TR | US TREAS BD ETF | $7.0M | 303,697 | 2.3% |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $6.7M | 142,546 | 2.2% |
| J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | $6.0M | 97,125 | 2.0% |
| INVESCO QQQ TR | UNIT SER 1 | $5.6M | 9,723 | 1.9% |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $5.4M | 8,320 | 1.8% |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $5.3M | 11,004 | 1.7% |
| EA SERIES TRUST | MARKETDESK FOCUS | $5.1M | 146,482 | 1.7% |
| ISHARES TR | CORE S&P SCP ETF | $4.6M | 36,791 | 1.5% |
| SCHWAB STRATEGIC TR | 5 10YR CORP BD | $4.4M | 194,087 | 1.5% |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $4.3M | 54,988 | 1.4% |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $4.1M | 80,669 | 1.3% |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $3.9M | 6,466 | 1.3% |
| APPLE INC | COM | $3.6M | 14,344 | 1.2% |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $3.2M | 15,056 | 1.1% |
| PIMCO ETF TR | INTER MUN BD ACT | $3.2M | 61,691 | 1.1% |
| SSGA ACTIVE TR | STATE STREET DOU | $3.1M | 66,361 | 1.0% |
| SPDR SERIES TRUST | STATE STREET SPD | $3.1M | 33,626 | 1.0% |
| SSGA ACTIVE TR | SST BRIDGEWATER | $2.9M | 100,618 | 1.0% |
| TIDAL TRUST I | UNLIMITED HFND | $2.9M | 123,777 | 0.9% |
| VANGUARD INSTL INDEX FD | 0-3 MO TREAS BIL | $2.7M | 35,361 | 0.9% |
| ISHARES TR | MSCI INTL QUALTY | $2.6M | 55,864 | 0.9% |
| SPDR SERIES TRUST | STATE STREET SPD | $2.6M | 98,078 | 0.9% |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $2.5M | 28,652 | 0.8% |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $2.5M | 13,084 | 0.8% |
| PIMCO ETF TR | MUNI INCOME OPP | $2.3M | 51,123 | 0.8% |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $2.3M | 29,077 | 0.8% |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $2.3M | 15,555 | 0.8% |
| MICROSOFT CORP | COM | $2.3M | 6,129 | 0.7% |
| SPDR GOLD TR | GOLD SHS | $2.3M | 5,244 | 0.7% |
| ISHARES TR | CORE MSCI EAFE | $2.0M | 22,114 | 0.7% |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $2.0M | 63,245 | 0.6% |
Changes between the last two quarters
- Mar 31, 2026 Arrowroot Family Office, LLC increased Ishares Tr 38,308 -> 55,864 shares ($1,741,104 -> $2,582,599) sec.gov
- Mar 31, 2026 Arrowroot Family Office, LLC increased Schwab Strategic Tr 147,706 -> 194,087 shares ($3,392,796 -> $4,401,882) sec.gov
- Mar 31, 2026 Arrowroot Family Office, LLC increased Ssga Active Tr 75,056 -> 100,618 shares ($2,063,289 -> $2,902,835) sec.gov
- Mar 31, 2026 Arrowroot Family Office, LLC increased Tidal Trust I 84,514 -> 123,777 shares ($1,905,791 -> $2,872,852) sec.gov
- Mar 31, 2026 Arrowroot Family Office, LLC reduced Spdr Series Trust 46,989 -> 33,626 shares ($4,293,847 -> $3,081,499) sec.gov
- Mar 31, 2026 Arrowroot Family Office, LLC reduced Ssga Active Tr 102,097 -> 66,361 shares ($4,827,150 -> $3,127,580) sec.gov
- Mar 31, 2026 Arrowroot Family Office, LLC reduced Vanguard Bd Index Fds 35,053 -> 21,738 shares ($2,596,381 -> $1,600,761) sec.gov
- Mar 31, 2026 Arrowroot Family Office, LLC increased Vanguard Tax-Managed Fds 158,063 -> 216,425 shares ($9,874,225 -> $13,868,509) sec.gov
- Mar 31, 2026 Arrowroot Family Office, LLC increased Vanguard Scottsdale Fds 10,190 -> 29,077 shares ($812,449 -> $2,304,904) sec.gov
- Mar 31, 2026 Arrowroot Family Office, LLC increased Vanguard Scottsdale Fds 97,550 -> 142,546 shares ($4,592,664 -> $6,692,553) sec.gov
- Mar 31, 2026 Arrowroot Family Office, LLC increased Vanguard Intl Equity Index F 141,387 -> 191,869 shares ($7,600,947 -> $10,370,523) sec.gov
- Mar 31, 2026 Arrowroot Family Office, LLC opened a $2,675,060 position in Vanguard Instl Index Fd (35,361 shares) sec.gov
- Mar 31, 2026 Arrowroot Family Office, LLC increased EA Series Trust 100,330 -> 146,482 shares ($3,224,339 -> $5,092,279) sec.gov
- Mar 31, 2026 Arrowroot Family Office, LLC increased Invesco Exchange Traded Fd T 5,846 -> 13,084 shares ($1,119,946 -> $2,511,068) sec.gov
- Mar 31, 2026 Arrowroot Family Office, LLC increased Ishares Tr 142,986 -> 303,697 shares ($3,292,253 -> $6,957,699) sec.gov
- Dec 31, 2025 Arrowroot Family Office, LLC increased Vanguard Intl Equity Index F 103,469 -> 141,387 shares ($5,605,963 -> $7,600,947) sec.gov
- Dec 31, 2025 Arrowroot Family Office, LLC exited Invesco Qqq Tr (was $6,087,480, 10,140 shares) sec.gov
- Dec 31, 2025 Arrowroot Family Office, LLC increased EA Series Trust 62,182 -> 100,330 shares ($1,861,107 -> $3,224,339) sec.gov
- Dec 31, 2025 Arrowroot Family Office, LLC increased Schwab Strategic Tr 112,032 -> 147,706 shares ($2,585,690 -> $3,392,796) sec.gov
- Dec 31, 2025 Arrowroot Family Office, LLC increased Vanguard Bd Index Fds 24,155 -> 35,053 shares ($1,796,426 -> $2,596,381) sec.gov
- Dec 31, 2025 Arrowroot Family Office, LLC opened a $3,292,253 position in Ishares Tr (142,986 shares) sec.gov
- Dec 31, 2025 Arrowroot Family Office, LLC opened a $2,063,289 position in Ssga Active Tr (75,056 shares) sec.gov
- Dec 31, 2025 Arrowroot Family Office, LLC opened a $5,684,733 position in Invesco Qqq Tr (9,254 shares) sec.gov
- Dec 31, 2025 Arrowroot Family Office, LLC increased Vanguard Tax-Managed Fds 115,200 -> 158,063 shares ($6,902,792 -> $9,874,225) sec.gov
- Dec 31, 2025 Arrowroot Family Office, LLC increased Vanguard Scottsdale Fds 55,958 -> 97,550 shares ($2,627,789 -> $4,592,664) sec.gov
Real estate
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investors
No co-investor on the record.
Independent sponsor relationships
No cited relationship to an independent sponsor.
Signals and timeline
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 6 events. 13F position changes are under Public stakes and holdings.
- Sep 13, 2026Classification changedArrowroot Family Office, LLC: CONFIRMED_MFO -> CONFIRMED_MFO (The firm's family office practice says it serves founders who have exited and families with generational wealth.)ClassificationFactarrowrootadvisors.com
- Sep 11, 2026Classification changedArrowroot Family Office, LLC: CONFIRMED_MFO -> CONFIRMED_MFO (registered adviser named as a family office serving many clients: a multi-family office by construction)ClassificationInferenceno URL
- Sep 11, 2026Classification changedArrowroot Family Office, LLC: CONFIRMED_MFO -> CONFIRMED_MFO (the office describes itself as a multi family office (cited))ClassificationFactno URL
- Sep 11, 2026Office discoveredArrowroot Family Office, LLC found on the SEC adviser roster (name)DiscoveryInferenceadviserinfo.sec.gov
- Jun 25, 2021Private fund first reportedArrowroot Family Office, LLC first reported LADRILLO FUND, LLC on Form ADV at $4.6M gross asset valueVehiclesFactadviserinfo.sec.gov
- Jun 25, 2021Private fund first reportedArrowroot Family Office, LLC first reported ARROWROOT REAL ESTATE FUND II LP on Form ADV at $0.3M gross asset valueVehiclesFactadviserinfo.sec.gov
Sources and evidence
Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 98 shown.
Score components
Freshness
+100 days since the newest source-dated fact or analyst verification (1 days)
Contactability
+40 named decision-makers (Roberto Santos (CEO); Roberto Francisco Santos (Chief Executive Officer Officer); Mark Ryan Mccarron (Managing Member))
+30 verified business emails (5)
+20 verified business phones (4)
+10 office address
Data confidence
+10 website
+10 description
+10 people
+5 public holdings
+10 regulatory record
+20 independent sources (5 sources)
Active deployment
no components; scored 0
Exists confidence
+50 regulatory identifier (CIK, CRD or EIN)
+20 website
+30 independent sources (5 sources)
+30 analyst-verified
Research priority
+13 capital scale (largest of 13F, RAUM, AUM, foundation assets) ($430,684,413)
+8 multi-family office
+4 Form D vehicles linked
+0 rank (343)
Mandate confidence
no components; scored 0
Identity confidence
+90 classification (CONFIRMED_MFO (The firm's family office practice says it serves founders who have exited and families with generational wealth.))
Real estate propensity
+20 Form ADV real estate funds
Co investment propensity
no components; scored 0
Family identity confidence
no components; scored 0
Private markets propensity
+10 Form ADV re fund count (1.0)
Current activity confidence
+25 filed a 13F for a recent quarter (the entity operates; not deployment)
+25 a source-dated fact within 12 months (1 days)
External manager propensity
no components; scored 0
Direct investment propensity
+15 direct investment professional on staff
Independent sponsor propensity
no components; scored 0
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Form ADV firm type | RIA | Mar 30, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV admission signal | name | Mar 30, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV admission signal | name | Mar 30, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Latest Form ADV filing | 2026-03-30 | Mar 30, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | Arrowroot Family Office, LLC | Vitreous Partners, LLC | Sep 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Private funds reported (latest Form ADV) | 2 | Nov 11, 2024 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Gross assets of its private funds | $7.2M | Nov 11, 2024 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Share of its funds owned by itself and related persons | N | Nov 11, 2024 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Inference |
| Advisory services (Form ADV 5.G) | financial_planning,portfolio_management_individuals,portfolio_management_pooled_vehicles,portfolio_management_businesses_institutions,selection_of_other_advisers,publication_of_periodicals,educational_seminars | Mar 30, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV status | Approved | Mar 30, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| SEC status effective | 2021-07-23 | Mar 30, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Branch offices | 15 | Sep 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Business phone | 833-224-2249 | Mar 30, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| High net worth clients | 595 | Mar 30, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Client mix (Form ADV 5.D) | {"individuals":{"clients":818,"raum_usd":79040772,"fewer_than_5":false},"pension_plans":{"clients":null,"raum_usd":17253585,"fewer_than_5":false},"high_net_wort | Mar 30, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Description | Senior advisors guiding wealth, family office, and business decisions. Independent, fiduciary, and built around the whole financial picture. | Sep 16, 2026 | Family office and investment company websites (about, team, portfolio, news pages) arrowrootadvisors.com | Fact |
| Description | Senior advisors guiding wealth, family office, and business decisions. Independent, fiduciary, and built around the whole financial picture. | Sep 15, 2026 | Family office and investment company websites (about, team, portfolio, news pages) arrowrootadvisors.com | Fact |
| Description | Senior advisors guiding wealth, family office, and business decisions. Independent, fiduciary, and built around the whole financial picture. | Sep 14, 2026 | Family office and investment company websites (about, team, portfolio, news pages) arrowrootadvisors.com | Fact |
| Description | We provide M&A advice and financing solutions to leading growth Software businesses. Our mission is to provide superior results for our clients. | Sep 12, 2026 | Family office and investment company websites (about, team, portfolio, news pages) arrowrootadvisors.com | Fact |
| Description | We provide M&A advice and financing solutions to leading growth Software businesses. Our mission is to provide superior results for our clients. | Sep 11, 2026 | Family office and investment company websites (about, team, portfolio, news pages) arrowrootadvisors.com | Fact |
| Edgar entity type | other | Sep 12, 2026 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Edgar forms | 13F-HR,13F-HR/A,N-PX | Sep 12, 2026 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Employees | 18 | Mar 30, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Filing address | 4553 GLENCOE AVENUE, SUITE 200, Marina Del Rey, CA, 90292 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | 4553 GLENCOE AVENUE, SUITE 200, Marina Del Rey, CA, 90292 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | 4553 GLENCOE AVENUE, SUITE 200, Marina Del Rey, CA, 90292 | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | 4553 GLENCOE AVENUE, SUITE 200, Marina Del Rey, CA, 90292 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | 4553 GLENCOE AVENUE, SUITE 200, Marina Del Rey, CA, 90292 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2026-03-31 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-12-31 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-09-30 | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-06-30 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2024-12-31 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 156 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 140 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 142 | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 137 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 133 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $302M | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $275M | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $251M | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $223M | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $192M | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Hedge funds | 1 | Mar 30, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Headquarters | Marina Del Rey, CA | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Marina Del Rey, CA | Mar 30, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Headquarters | Marina Del Rey, CA | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Marina Del Rey, CA | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Marina Del Rey, CA | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Marina Del Rey, CA | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Legal form | Limited Liability Company | Mar 30, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Office address | 4553 GLENCOE AVENUE, SUITE 200, Marina Del Rey, CA, 90292 | Mar 30, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Office type (stated) | multi_family_office “Arrowroot Family Office serves families whose financial world has outgrown conventional advice” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) arrowrootadvisors.com | Fact |
| Office type (stated) | multi_family_office | Sep 11, 2026 | Family office and investment company websites (about, team, portfolio, news pages) arrowrootadvisors.com | Fact |
| Private funds advised | 2 | Mar 30, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Private fund gross assets | $8.0M | Mar 30, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Accounts (Form ADV) | 1,416 | Mar 30, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| HNW client assets (Form ADV) | $326M | Mar 30, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Regulatory AUM (Form ADV) | $431M | Mar 30, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Real estate funds | 1 | Mar 30, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Schedule a rows | 4 | Sep 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.gov | Fact |
| Site mentions | private_equity | Sep 12, 2026 | Family office and investment company websites (about, team, portfolio, news pages) arrowrootadvisors.com | Fact |
| Site mentions | private_equity | Sep 11, 2026 | Family office and investment company websites (about, team, portfolio, news pages) arrowrootadvisors.com | Fact |
| Team page url | https://www.arrowrootadvisors.com/team-directory | Sep 16, 2026 | Family office and investment company websites (about, team, portfolio, news pages) arrowrootadvisors.com | Fact |
| Team page url | https://www.arrowrootadvisors.com/team-directory | Sep 15, 2026 | Family office and investment company websites (about, team, portfolio, news pages) arrowrootadvisors.com | Fact |
| Team page url | https://www.arrowrootadvisors.com/team-directory | Sep 14, 2026 | Family office and investment company websites (about, team, portfolio, news pages) arrowrootadvisors.com | Fact |
| Website | arrowrootadvisors.com “office website arrowrootadvisors.com” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) arrowrootadvisors.com | Fact |
| Website | arrowrootadvisors.com | Mar 30, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Website read | site-fo-3 | Sep 16, 2026 | Family office and investment company websites (about, team, portfolio, news pages) arrowrootadvisors.com | Fact |
| Website read | site-fo-3 | Sep 15, 2026 | Family office and investment company websites (about, team, portfolio, news pages) arrowrootadvisors.com | Fact |
| Website read | site-fo-3 | Sep 14, 2026 | Family office and investment company websites (about, team, portfolio, news pages) arrowrootadvisors.com | Fact |
| Website read | site-fo-3 | Sep 12, 2026 | Family office and investment company websites (about, team, portfolio, news pages) arrowrootadvisors.com | Fact |
| Website title | Arrowroot Advisors | Financial Guidance for the Long View | Sep 16, 2026 | Family office and investment company websites (about, team, portfolio, news pages) arrowrootadvisors.com | Fact |
| Website title | Arrowroot Advisors | Financial Guidance for the Long View | Sep 15, 2026 | Family office and investment company websites (about, team, portfolio, news pages) arrowrootadvisors.com | Fact |
| Website title | Arrowroot Advisors | Financial Guidance for the Long View | Sep 14, 2026 | Family office and investment company websites (about, team, portfolio, news pages) arrowrootadvisors.com | Fact |
| Website title | Arrowroot Advisors | Experienced, Insightful, Focused, Networked. | Sep 12, 2026 | Family office and investment company websites (about, team, portfolio, news pages) arrowrootadvisors.com | Fact |
| Website title | Arrowroot Advisors | Experienced, Insightful, Focused, Networked. | Sep 11, 2026 | Family office and investment company websites (about, team, portfolio, news pages) arrowrootadvisors.com | Fact |