Aris Management, LLC

RIASEC RegisteredEst. 2022
Total AUM
$2.1B
Discretionary
$2.1B
100% of AUM
Avg account
$1B
Accounts
2
Employees
3,564
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
317315
Registered since
September 23, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Aris Management, LLC is an SEC-registered institutional RIA formed as an LLC and registered in 2022. The firm serves institutional clients and focuses on portfolio management for pooled investment vehicles rather than individualized retail advisory. Its reported fee model combines a percentage-of-assets arrangement with performance-based fees. Aris is identified as an active ESG investor and is not characterized as a capital allocator or a multi-state adviser. The firm maintains industry affiliations that include a broker-dealer relationship, registration as an additional investment adviser, and a connection to a commodity pool operator/commodity trading advisor (CPO/CTA). Those links suggest the organization operates across advisory and trading/structural roles for pooled products.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Whitney Chatterjee

    Partner, Chief Legal OfficerCRD 7874808

  • Martin Kelly

    Martin Kelly

    Partner, CFOCRD 4730149

  • Yael Levy

    Yael Levy

    Managing Director and Chief Compliance OfficerCRD 4435788

Contacts

2 of 2
  • Spencer Propper

    Spencer Propper

    PartnerCRD 6332850

  • Stuart Rothstein

    PartnerCRD 4791581

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

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
9 W 57th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth