Arin Risk Advisors LLC
Firm details
- Headquarters
- Conshohocken, Pennsylvania
- CRD number
- 151491
- Registered since
- September 15, 2009
- Website
- www.arinllc.com
- Custodians
- INTERACTIVE BROKERS LLC, OSAIC WEALTH, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- Investment Companies97.95%
- Other Investment Advisers1.78%
- Insurance Companies0.14%
- HNWI0.12%
- Pooled Investment Vehicles0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Arin Risk Advisors LLC is an LLC formed and registered as an SEC investment adviser in 2009. The firm reports ownership structure that includes a domestic entity and an individual, and it identifies itself as a capital allocator serving both individual/family and institutional clients. Its advisory capabilities span financial planning and portfolio management across individuals, pooled vehicles, investment companies and institutions, and it also performs selection-of-other-advisers responsibilities and acts as sponsor/GP or managing member for pooled investment vehicles. The firm bills clients under multiple fee arrangements — percentage of AUM, hourly, fixed fees and performance-based fees — which aligns with its involvement in both discretionary portfolio management and private pooled vehicles. On its regulatory filing Arin Risk reports that it is not an active ESG investor and is not designated as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds35%
- Cash & Cash Equivalents26%
- Derivatives21%
- Exchange Traded Equities12%
- Private Funds6%
Owners & executives
2 of 2Joseph Desipio
CIOCRD 1382875
Kimberly Jenkins
Vice President, Chief Compliance OfficerCRD 5944824
Contacts
3 of 3Lawrence Lempert
Managing MemberCRD 4860552
Ryan Bailey
Lead Portfolio ManagerCRD 4167792

Benjamin Singer
Portfolio AssociateCRD 8079134
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Conshohocken, PA
Montgomery
Location
Conshohocken, PA
Headquartered in Conshohocken, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 1100 E Hector St
- Time zone
- ET (UTC-5)
- Office locations
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