Aris Management, LLC
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Overview
Aris Management, LLC operates as a financial advisory company located in New York, New York. It handles $236.0 million in assets throughout two customer accounts, placing it in the mid-tier of financial advisory firms in the country by assets under management (AUM). The company has a very large group, including 2,540 financial advisors. Aris Management, 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 is required to go through a broker-dealer company to do so. Securities are tradable financial assets like equities, bonds and options.
Aris Management, LLC manages all of the firm's client assets on a discretionary basis. Discretionary management is a structure in which a portfolio manager has the discretion to make transaction choices without requiring the customer's approval. Aris Management, LLC oversees an average of $118.0 million for each account. The average advisor at Aris Management, LLC oversees fewer than one client account, making it one of the most personalized firms in the country.
The firm's main office is at 9 West 57Th Street, New York, New York 10019. The firm is registered to provide services to customers in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Aris Management, LLC by the Numbers
$236.0 million
2,540
2
$118.0 million
Fee Structure
Fees for financial management largely depend on which services are offered. However, fee types charged by the firm likely include some combination of the following fee structures: asset-based or performance-based. Aris Management, LLC does not provide a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm provides services to pooled investment vehicles. Out of its two customers, Aris Management, LLC's biggest client is pooled investment vehicles. None of the firm's clients are represented by people 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
Aris Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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