Ares Capital Management Ii LLC

CRD#157292
Investment Advisor Firm

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Overview

Ares Capital Management Ii LLC is an advisory firm located in Los Angeles, California. Ares Capital Management Ii LLC oversees $1.3 billion in assets under management across three client accounts, making it one of the largest firms in the country by assets under management (AUM). The firm has a large group of 350 employees, two hundred fifty-eight of whom are financial advisors. Ares Capital Management Ii LLC is not a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal assets like equities, bonds and options.

Ares Capital Management Ii LLC manages all of its accounts in a discretionary manner. Discretionary management is a structure in which an investment advisor makes buy and sell decisions for the client's account without needing the client's permission. The company's typical account size is $429.2 million. An average advisor at Ares Capital Management Ii LLC administers fewer than one client account, placing it among the most personalized firms in the country.

Ares Capital Management Ii LLC's main office is at 2000 Avenue Of The Stars, Los Angeles, California 90067-4733. It is allowed to provide services to clients across 5 states, including California, Delaware, Georgia, New York and Virginia.

Assets Under Management

$1.3 billion

Number of Advisors

258

Disclosures

No

Office Location

2000 Avenue Of The Stars
Los Angeles, CA 90067-4733

Ares Capital Management Ii LLC by the Numbers

Total Assets Under Management

$1.3 billion

National Average: $3.7 billion
Total Number of Employees

350

National Average: 29
Total Number of Accounts

3

National Average: 2,073
Average Account Size

$429.2 million

National Average: $1.8 million

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Fee Structure

Financial advisory fees vary depending on which service is provided. Fee types charged by the firm most likely include the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.

Available

  • Offered by 74% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 17% of firms

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

Unavailable

  • Find one of the 35% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 2% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 1% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 40% of firms that offer this fee type

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

  • Find one of the 12% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Types of Clients

It works with investment companies. Out of its three customers, Ares Capital Management Ii LLC's biggest client group is investment companies. About 33% of the company's customers are from outside of the U.S.

  • High-Net-Worth Individuals* - 0%
  • Other Individuals - 0%
  • Corporations - 100%
  • Charitable Organizations - 0%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

Ares Capital Management Ii LLC does not have any disclosures.

Please visit its Form ADV for more details.

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This content was compiled from the SEC and FINRA