ARIN RISK ADVISORS LLC

RIASEC RegisteredEst. 2009
Total AUM
$10.2B
Discretionary
$10.2B
100% of AUM
Avg account
$485M
Accounts
21
Employees
11
Advisory reps
5

Firm details

Headquarters
CONSHOHOCKEN, Pennsylvania
CRD number
151491
Registered since
September 15, 2009
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

FINTRX

Overview

Arin Risk Advisors LLC is an independent, SEC-registered RIA that positions itself as a capital allocator for a small number of very large clients. The firm manages portfolios for both high-net-worth individuals and institutions and provides a broad set of advisory services: financial planning, discretionary portfolio management across individuals, pooled vehicles and investment companies, and the selection of third‑party advisers. Fee structures are flexible and include percentage-of-AUM, hourly and fixed fees, as well as performance‑based arrangements — a setup consistent with active oversight of alternative strategies. Investment activity centers on blending traditional public funds with third‑party alternative managers. The firm is not an ESG-focused investor and reports active roles as an adviser and sponsor, including acting as a general partner or managing member for pooled investment vehicles. Its model emphasizes outsourcing portions of exposure to specialist managers (hedge funds, real estate vehicles and REITs) while maintaining significant allocations to mutual funds and annuities in separately managed accounts and pooled funds.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 35%, Cash & Cash Equivalents 26%, Derivatives 21%, Exchange Traded Equities 12%, Private Funds 6%35%
  • Public Funds/Mutual Funds35%
  • Cash & Cash Equivalents26%
  • Derivatives21%
  • Exchange Traded Equities12%
  • Private Funds6%

Owners & executives

2 of 2
  • JOSEPH DESIPIO

    CIOCRD 1382875

  • KIMBERLY JENKINS

    Vice President, Chief Compliance OfficerCRD 5944824

Contacts

3 of 3
  • LAWRENCE LEMPERT

    Managing MemberCRD 4860552

  • RYAN BAILEY

    Lead Portfolio ManagerCRD 4167792

  • Benjamin Singer

    Portfolio AssociateCRD 8079134

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth