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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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

    Benjamin Singer

    Portfolio AssociateCRD 8079134

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

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