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 an LLC and is registered with the SEC (registration year shown as 2025). The firm is classified as an institutional registered investment adviser and is listed as serving an institutional client base, though its ADV also identifies portfolio management for individuals and small businesses among its advisory activities. Ownership is described as a domestic entity and individual combination. The firm charges fees as a percentage of assets under management, does not function as a capital allocator, and is not flagged as an active ESG investor, pension consultant, multi-state adviser, or related adviser.
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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