$42.4M Total AUM
$42.4M Disc. AUM
-- 3Y CAGR
1 Employees
36 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- CapitalVector
- Established Date
- 08-16-2021
- Office Locations
- 1
Office Locations
1449 Lexington Avenue Office 2.s NEW York NY
About Arrival Capital Management LLC
Arrival Capital Management is a New York-based boutique providing customized investment management and financial planning. The firm uses a value-based, opportunistic, prudent-but-contrarian approach and builds portfolios largely with ETFs and fixed-income exposures. Led by Principal/CIO Jay Rosenberg (JD/MBA, Columbia), it has served a wide range of clients for over 20 years and publishes regular market insights.
Team overview
43 AVG AGE
$42.4M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
4.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
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Asset Classes
Prime Timber Harbor vital Matrix Momentum Crest Frontier Catalyst
Client Personas
Zenith Wave eagle
Custodian
Bridge Catalyst Peak value Summit Radial vertex Ember pathway Summit
Investment Themes
Atlas legacy
Investment Vehicles
Peak pathway
Platform
Legacy legacy Summit north
Services
Wave Legacy pathway Horizon oak Catalyst
Technology
Glacier wave Pathway
Owner & Executives
JAY ARTHUR ROSENBERG
Chief Compliance Officer, Portfolio Manager, PRINCIPAL
- CRD
- #4651520
- Ownership
- 75% or more
(753) 391-1936
foundation.legacy@atlascapital.com
in linkedin.com/in/timber-meridian
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,378,743 | $614,185 |
| Non-Discretionary | $0 | -- |
| Total | $42,378,743 | $614,185 |
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Separately Managed Accounts
Total SMA Asset: $42,378,743
Equity - Exchange:
19.9% U.S. Government/Agency:
17.7% Cash:
16.1% Public Funds:
6.2% Corporate - Investment Grade:
13.0% Municipal Bonds:
27.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $244,417,704 | 19.9% |
| U.S. Government/Agency | $217,396,651 | 17.7% |
| Cash | $197,744,976 | 16.1% |
| Public Funds | $76,150,239 | 6.2% |
| Corporate - Investment Grade | $159,669,857 | 13.0% |
| Municipal Bonds | $332,850,240 | 27.1% |
| Total | $1,228,229,667 | 100.0% |