ARI GROUP, LLC

Overview

ARI Group, LLC is a limited liability investment adviser that has been SEC-registered since 2017 and operates under individual ownership. The firm serves both individual and family clients as well as institutional and business clients, providing portfolio management for individuals/small businesses and for businesses or institutions. Its compensation model combines a percentage-of-assets-under-management fee with the ability to charge performance-based fees for select mandates. Capital allocation is not a stated focus for ARI Group, LLC; instead the firm appears to run advisory mandates and model sleeves. The adviser reports itself as an active ESG investor, indicating that environmental, social and governance factors are incorporated into at least some investment decisions or client offerings. A notable structural characteristic is the tilt toward non-discretionary arrangements: the bulk of client assets are listed as non-discretionary, which suggests many clients retain trading authority or the firm operates in an advisory/implementation role for significant portions of its client base.

Assets & Accounts

Public Holdings

Location & Offices