Ares Capital Management II LLC

RIASEC RegisteredEst. 2011
Total AUM
$19.6B
Discretionary
$19.2B
98% of AUM
Avg account
$677M
Accounts
29
Employees
924
Advisory reps
7

Firm details

Headquarters
Los Angeles, California
CRD number
157292
Registered since
June 9, 2011
Custodians
ROYAL BANK OF CANADA
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies43.45%
  • Pooled Investment Vehicles38.24%
  • Business Development Companies17.59%
  • Other0.72%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Ares Capital Management II LLC is an SEC-registered institutional RIA organized as an LLC and operating since 2011. The adviser serves institutional clients and structures fees as a percentage of assets under management and, in some mandates, performance-based fees. It performs portfolio management for investment companies, pooled investment vehicles and institutional or corporate balance-sheet mandates, and it operates in a capacity consistent with CPO/CTA registration. The firm reports active engagement with ESG considerations across its investment process. It maintains business affiliations that include broker-dealer relationships and roles as an investment sponsor, general partner or managing member of pooled vehicles in addition to providing traditional advisory services.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Non-Investment Grade Corp Bonds 93%, Investment Grade Corp Bonds 3%, Cash & Cash Equivalents 2%, Non-Exchange Traded Equities 1%, Derivatives 1%93%
  • Non-Investment Grade Corp Bonds93%
  • Investment Grade Corp Bonds3%
  • Cash & Cash Equivalents2%
  • Non-Exchange Traded Equities1%
  • Derivatives1%

Owners & executives

3 of 3
  • Jarrod Phillips

    Jarrod Phillips

    Partner and Chief Financial OfficerCRD 4571579

  • Michael Arougheti

    Michael Arougheti

    CEO and DirectorCRD 2735734

  • Richa Gulati

    Richa Gulati

    Chief Compliance Officer & PartnerCRD 5502357

Contacts

3 of 4
  • Naseem Sagati Aghili

    Naseem Sagati Aghili

    Partner, General CounselCRD 6916957

  • Antony Ressler

    Antony Ressler

    Co-FounderCRD 1878120

  • Blair Jacobson

    Blair Jacobson

    Partner and Co-PresidentCRD 2590352

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Los Angeles, CA

Los Angeles

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
1800 Avenue Of The Stars
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth