ARS Investment Partners, LLC

RIASEC Registered

Total AUM

$2.7B

Discretionary

$2.5B

91% of AUM

Avg account

$2.9M

Accounts

937

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 5845
Registered since: July 12, 1971
Website: www.arsinvest.com
Custodians: PERSHING LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI71.73%
Investment Companies10.68%
Corporations / Businesses9.62%
Charitable Organizations4.34%
Individuals2%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

ARS Investment Partners, LLC is an SEC-registered investment adviser (registration since 1971) organized as a limited liability company. The firm operates as a multifaceted fund manager with activities spanning hedge-fund and venture-capital strategies alongside traditional advisory work for individual, family and institutional clients. Its business model combines asset-based fees with performance-based compensation and it conducts commodity pool/commodity trading adviser (CPO/CTA) activities. Advisory services include portfolio management for individuals, pooled vehicles and institutional accounts, selection of outside advisers, and the operation of periodicals and educational seminars. The firm also serves as sponsor, general partner or managing member of pooled investment vehicles rather than acting solely as a third-party allocator. ARS reports it is not an active ESG investor and is not registered as a multi-state adviser.