Aris Investing
Firm details
- Headquarters
- Glenview, Illinois
- CRD number
- 325320
- Registered since
- May 1, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Other Investment Advisers99.86%
- HNWI0.14%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Aris Investing is organized as a limited liability company and appears as an SEC-registered adviser as of 2025. The firm is reported to serve institutional clients but its registered advisory activity also lists portfolio management for individuals and small businesses, indicating it operates across client types. Its compensation model is a percentage of assets under management. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser in the snapshot data.
Assets & Accounts
Public Holdings
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 Funds100%
Owners & executives
2 of 2
Monisha Jayakumar
Chief Investment OfficerCRD 5544762
Chetan Desai
Founder and CEOCRD 7701391
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Glenview, IL
Cook
Location
Glenview, IL
Headquartered in Glenview, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 2700 Patriot Blvd
- Time zone
- CT (UTC-6)
- Office locations
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