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ARI GROUP, LLC
CRD 286049File 801-111757
APPROVED
Retail clients
Filing as of Feb 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$132.8M
Bottom 25% of cohort (national)
Discretionary AUM
$21.8M
Non-discretionary $111.0M
Clients
8
15 accounts
Employees
4
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Sep 27, 2017
- Principal office
- 641 LEXINGTON AVE, 13TH FLOOR, NEW YORK, NY, 10022
- Phone
- (212) 419-0400
- Website
- HTTP://WWW.ARINVGROUP.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $132.8M
- Discretionary AUM
- $21.8M
- Non-discretionary AUM
- $111.0M
- Discretionary accounts
- 14
- Non-discretionary accounts
- 1
- Total accounts
- 15
- AUM per client
- $16.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $16.9M |
| High net worth individuals | 5 | $113.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 15 | 8 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.