CRD: 323455
Inside Arbitrage Advisors, LLC
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Frontier pathway
- Established Date
- 01-01-2023
- Office Locations
- 1
Office Locations
About Inside Arbitrage Advisors, LLC
Inside Arbitrage Advisors is a Foster City, CA RIA providing financial planning and portfolio management for retail clients, including entrepreneurs. The firm enhances portfolios with event-driven strategies such as merger arbitrage, spinoffs, buybacks and management transitions, implemented largely with ETFs alongside cash and U.S. government bonds. Founder Asif Suria brings 20+ years’ investing experience and has been cited by outlets like Barron’s; custodies at Interactive Brokers.
Team overview
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Investment Themes
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Owner & Executives
ASIF SURIA
Chief Compliance Officer, Founder, Managing Member
- CRD
- #6521615
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,769,317 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,769,317 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,769,317
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,513,636,222 | 29.9% |
| Cash | $1,311,143,082 | 25.9% |
| U.S. Government/Agency | $2,237,549,199 | 44.2% |
| Total | $5,062,328,503 | 100.0% |