Aris Investing

RIASEC RegisteredEst. 2025
Total AUM
$3.3B
Discretionary
$4.5M
0% of AUM
Avg account
$3.6M
Accounts
919
Employees
32
Advisory reps
2

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

FINTRX

Overview

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

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 100%100%
  • Public Funds/Mutual Funds100%

Owners & executives

2 of 2
  • Monisha Jayakumar

    Monisha Jayakumar

    Chief Investment OfficerCRD 5544762

  • Chetan Desai

    Chetan Desai

    Founder and CEOCRD 7701391

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth