ARS Investment Partners, LLC

RIASEC RegisteredEst. 1971

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 LLC that manages capital for both individual/family and institutional clients. The firm combines hedge fund and venture-capital strategies alongside traditional portfolio management services, and it operates as a commodity pool operator/commodity trading advisor in addition to providing advisory services for pooled vehicles and investment companies. Compensation typically includes an asset-based fee and performance-based fees. The firm does not describe itself as an active ESG investor and appears to concentrate on equity-oriented strategies, while also serving as a sponsor or managing member for pooled vehicles and maintaining relationships across broker-dealers and insurance-company channels.