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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- North insight
- Established Date
- 11-20-2020
- Office Locations
- 2
Office Locations
About Aire Advisors, LLC
AIRE Advisors is a Beverly Hills-based RIA (with a New York presence) delivering comprehensive wealth management and family office services for individuals and families, business owners/entrepreneurs, corporate executives, sports and entertainment professionals, and international clients. The team coordinates with attorneys, CPAs, and investment bankers on tax, estate, and exit planning (including CEPA expertise) and offers corporate cash management focused on security and yield. Portfolios span public markets and select alternatives/real estate, serving clients in 100+ countries.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
AMIR ALI MONSEFI
Co-founder
- CRD
- #2394903
- Ownership
- 75% or more
SHARON NASSIRZADEH
Chief Compliance Officer, Co-founder, SENIOR PARTNER
- CRD
- #2400210
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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BALFOURE PATRICK BRENES
Senior Financial Advisor
- CRD
- #6019811
KRISTINA COSMA DOWNING
--
- CRD
- #5119346
Peak zenith
Bridge momentum
- CRD
- #81849
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $985,972,513 | $861,111 |
| Non-Discretionary | $20,462,086 | $1,136,783 |
| Total | $1,006,434,599 | $865,378 |
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Separately Managed Accounts
Total SMA Asset: $1,006,434,599
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,532,698,171 | 17.1% |
| Other | $376,452,182 | 4.2% |
| Equity - Exchange | $484,009,949 | 5.4% |
| Cash | $1,147,282,841 | 12.8% |
| Corporate - Investment Grade | $824,609,542 | 9.2% |
| Equity - OTC | $1,523,735,024 | 17.0% |
| Municipal Bonds | $1,729,887,409 | 19.3% |
| U.S. Government/Agency | $1,344,472,080 | 15.0% |
| Total | $8,963,147,198 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SIGNAL OPTIMA VECTOR | PATHWAY CAPITAL | K78EMHCA3 | ZFOCE | 11.95% | $2,744,885 |
| EMBER VECTOR | MATRIX CAPITAL | LMHDRCS7I | LCP | 3.69% | $15,972,249 |
| VALUE BEACON BEACON | PIONEER ALPHA | GCT1WU1CE | HKR | 9.12% | $105,809,995 |
| VITAL EMBER ELEMENT | VECTOR BEACON | CVP7NOVMK | ZKUAO | 1.76% | $80,190,633 |
| ELEMENT PEAK GLACIER | MATRIX PEAK | 5JTWM8LDR | YPDL | 4.58% | $112,327,848 |
| PATHWAY BEACON | RADIAL QUANTUM | OK9KZG7PY | YVAPL | 9.66% | $44,327,524 |
| EAGLE PATHWAY | DELTA CAPITAL | H0C33OMKS | YUCD | 8.92% | $15,985,552 |
| FOUNDATION BEACON | DELTA ATLAS | A08EV8NHM | WXHR | 12.34% | $26,423,505 |