NEW YORK, NYCRD 286049Latest ADV February 25, 2026
Ari Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated February 25, 2026, reports $133M in regulatory assets under management, 4 employees, 2 offices, and 15 accounts.
Assets Under Management
$133M
Employees
4
Offices
2 offices
Total Clients
15
Primary office
NEW YORK, NY
641 LEXINGTON AVE, 13TH FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPROPRIETARY ACCOUNT represent 46.7% of total clients.
Top client categories% of clientsClients
1
PROPRIETARY ACCOUNT
46.7%
7
2
HNWI
33.3%
5
3
Corporations
20.0%
3
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$133Mas of February 25, 2026
Discretionary16.4%
$22M
16% of total RAUM16.4%
Non-discretionary83.6%
$111M
84% of total RAUM83.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$133M
Total Accounts15
10Y AUM Change+$132M (+16981.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee4:1
10Y Employee Change-4 (-50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.