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ARS INVESTMENT PARTNERS, LLC
CRD 5845File 801-7566
APPROVED
Retail clients
Custody
Filing as of Apr 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.71B
Top 25% of cohort (national)
Discretionary AUM
$2.47B
Non-discretionary $237.9M
Clients
380
937 accounts
Employees
18
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jul 12, 1971
- Principal office
- 529 FIFTH AVENUE, SUITE 500, NEW YORK, NY, 10017
- Phone
- 212-931-5722
- Website
- http://www.arsinvest.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.71B
- Discretionary AUM
- $2.47B
- Non-discretionary AUM
- $237.9M
- Discretionary accounts
- 907
- Non-discretionary accounts
- 30
- Total accounts
- 937
- AUM per client
- $7.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 12 | $260.2M |
| Investment companies | 2 | $288.9M |
| Charitable organizations | 13 | $117.4M |
| High net worth individuals | 217 | $1.94B |
| Pooled investment vehicles | 3 | $24.9M |
| Pension and profit sharing plans | Fewer than 5 | $19.3M |
| Individuals (other than high net worth individuals) | 129 | $54.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 17 | 18 | increased by1 |
| Apr 1, 2026 | Disclosures | Yes | No | |
| Apr 1, 2026 | Clients | 371 | 380 | increased by9 |
| Apr 1, 2026 | AUM | $1,778,346,372 | $2,705,726,063 | increased by$927,379,691 |
| Apr 1, 2026 | Accounts | 897 | 937 | increased by40 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 19 | 17 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,112 | 371 | decreased by741 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,796,412,922 | $1,778,346,372 | decreased by$18,066,550 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,112 | 897 | decreased by215 |
| Apr 1, 2022 | Employees | 18 | 19 | increased by1 |
| Apr 1, 2022 | Clients | 1,052 | 1,112 | increased by60 |
| Apr 1, 2022 | AUM | $1,538,079,570 | $1,796,412,922 | increased by$258,333,352 |
| Apr 1, 2022 | Accounts | 1,052 | 1,112 | increased by60 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ARS INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ARS INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
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.