ARIS INVESTING
Firm details
- Headquarters
- GLENVIEW, Illinois
- CRD number
- 325320
- Registered since
- May 1, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Other Investment Advisers99.86%
- HNWI0.14%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Aris Investing is a limited liability company that operates as an SEC-registered adviser (registration year listed as 2025). The firm charges fees based on a percentage of assets under management and lists its core advisory activity as portfolio management for individuals and small businesses, while its stated client base is institutional. It does not identify as an active ESG investor, is not described as a pension consultant or capital allocator, and reports no related-adviser affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Owners & executives
2 of 2MONISHA JAYAKUMAR
Chief Investment OfficerCRD 5544762
CHETAN DESAI
Founder and CEOCRD 7701391
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
GLENVIEW, IL
COOK
Location
GLENVIEW, IL
Headquartered in GLENVIEW, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 2700 Patriot Blvd
- Time zone
- CT (UTC-6)
- Office locations
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