ARI Group, LLC

RIASEC RegisteredEst. 2017

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 limited liability company that began operating in 2017. The firm is structured as an institutional registered investment adviser owned by an individual and serves both high-net-worth individuals and families as well as institutional clients. Its advisory practice centers on discretionary and non‑discretionary portfolio management for individuals/small businesses and for business or institutional investors. Compensation is primarily a percentage of assets under management but the firm also accepts performance-based fees. ARI Group identifies as an active ESG investor and is registered to advise in a single state.