ARI Group, LLC

RIASEC Registered

Total AUM

$133M

Discretionary

$21.8M

16% of AUM

Avg account

$8.9M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 286049
Registered since: September 27, 2017
Website: www.arinvgroup.com
Custodians: J.P. MORGAN SECURITIES INC., INTERACTIVE BROKERS LLC, PRESIDENTIAL BANK
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI85.56%
Corporations / Businesses12.73%
Other1.71%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

ARI Group, LLC is an SEC-registered institutional registered investment adviser that began reporting to the SEC in 2017 and is organized as an LLC under individual ownership. The firm advises both individuals/families and institutional clients and provides portfolio management for small businesses and for business or institutional entities. Its compensation includes a traditional percentage-of-AUM fee and arrangements that allow for performance-based fees. ARI Group identifies itself as an active ESG investor.