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- Custodian
- Interactive Brokers ยท JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-27-2017
- Office Locations
- --
Office Locations
No offices listed.
About ARI Group, LLC
ARI Group, LLC is a New York-based investment advisory partnership serving institutional investors and private clients, including pension funds and family offices. The firm runs long-term global equity strategies across global, international and emerging markets, targeting established leaders and regional champions with sustainable business models. Team cites 75+ years combined experience and supports clients in five languages.
Reported data analysis
What the numbers show
Between May 2, 2025 and February 25, 2026, reported AUM increased 5.5%, from $125.8M to $132.8M.
Across 5 reported observations, AUM decreased 80.9% between March 24, 2022 and February 25, 2026, from $695.9M to $132.8M.
Of the latest reported AUM, 16.4% is discretionary and 83.6% is non-discretionary.
The firm reports 4 advisory representatives and 15 clients, or 3.8 clients per representative. That equates to $8.9M in reported AUM per client.
The profile lists 8 years in operation. The source data was last updated on February 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Services
- Technology
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Owner & Executives
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,779,981 | $1,555,713 |
| Non-Discretionary | $111,020,549 | $111,020,549 |
| Total | $132,800,530 | $8,853,369 |
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Separately Managed Accounts
SMA allocation detail is available
ARI Group, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q3 2022
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ARI Group, LLC's 13F holdings detail is available for Q3 2022, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.