Ars Investment Partners, LLC is a large advisory firm based in New York. It manages $1.03 billion of regulatory assets for 896 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of California, Connecticut, Florida, and 7 other states.
Ars Investment Partners provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ars Investment Partners, LLC is $1.03 billion. The firm's AUM has grown by 0% since the beginning of its operation, and $22.13 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Ars Investment Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, pooled investment vehicles, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Trevor William Maunder is high net worth individuals with 440 clients and $671.1 million of assets under management. Among the 12 most similar advisory firms, Ars Investment Partners has the 4th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $1.03 billion for 896 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 2% of the firm’s clients are foreign persons or businesses.
Ars Investment Partners also advises several private funds. Namely, two hedge funds. The minimum investment commitment required of non-related persons ranges from $500,000 to $1,000,000.
The company employs 20 people that are either part- or full-time employees. 40 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There are 5 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Trevor William Maunder has been acting as President since 1 Dec 2016. Daphnee B Pierre joined the executive team most recently as the Director Of Finance.
The principal office where Ars Investment Partners, LLC performs its advisory services is located at 500 Fifth Ave, New York, NY 10110 1405, which is also the mailing address of the firm. An additional office of the firm is in Cumberland, ME. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-687-9800 or by fax 212-687-1392. The normal business hours are 8:30am to 5:00pm on Monday - Friday. You can find more information about the New York firm at arschmeidler.com.