ARI Group, LLC manages investments for institutional clients and high net worth individuals, including family offices, endowments, and pension funds. ARI offers customizable portfolios across global investment strategies, using a fundamental investment approach. ARI provides both discretionary and non-discretionary asset management services.
Assets Under Management$130M
Clients15
AdvisorsN/A
Avg. per Client$8.9M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
ARI Group's investment management fees are based on the average monthly value of your portfolio, charged quarterly. The fees vary depending on the specific investment strategy and the size of your account. For an account between $20 million and $50 million, the annual fees are:
- ARI International: 0.85%
- ARI Global Opportunities: 1.00%
- ARI Emerging Markets: 0.90%
Fees may be negotiable, and performance-based fees may also apply for some strategies.
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