$132.8M Total AUM
$21.8M Disc. AUM
53.0% 3Y CAGR
4 Employees
15 ADV. Clients
8 yrs Firm Age
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- Custodian
- Interactive Brokers ยท JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
-- AVG AGE
$33.2M AVG AUM / ADVISOR
$8.9M AVG AUM / CLIENT
-- AVG TENURE
4 Employees
4 Advisory Reps
0 RIA Reps
8yrs Firm Age
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Services
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Technology
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Owner & Executives
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Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: Available
Other:
Available Equity - Exchange:
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| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q3 2022
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| Available | Available | Available | Available | Available | Available |
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