ARS INVESTMENT PARTNERS, LLC
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
FINTRXOverview
ARS Investment Partners, LLC is a privately held investment manager organized as an LLC and registered with the SEC since 1971. The firm operates as a multifaceted fund manager with activities spanning hedge fund and venture capital strategies and also acts in commodity pool/commodity trading advisor (CPO/CTA) roles. Its client base includes both individuals and families as well as institutional investors. Compensation is structured as a percentage of assets under management together with performance-based fees. ARS provides a range of advisory services — portfolio management for individuals, pooled vehicles and institutional clients, selection of sub-advisers, and investor education through publications and seminars. The firm does not identify itself as an active ESG investor.
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
- Exchange Traded Equities77%
- Public Funds/Mutual Funds15%
- Cash & Cash Equivalents5%
- US Government Bonds2%
- Private Funds1%
Owners & executives
2 of 2TREVOR MAUNDER
President, CEOCRD 5762876
KRISTEN NIEBUHR
Chief Compliance Officer and Chief Operating OfficerCRD 1965908
Contacts
3 of 8ANDREW SCHMEIDLER
PartnerCRD 2287823
AUSTIN PORTER
DirectorCRD 7858050
STEPHEN BURKE
Managing PartnerCRD 1054623
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 71Active vs passive
$443M in ETFs
37%
$164M
0%
$280M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ARS FOCUSED OPPORTUNITIES STRATEGY ETF (AFOS) | $204M | 5,631,927 | 45.89% |
Location
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 529 5th Ave
- Time zone
- ET (UTC-5)
- Office locations
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