9AT: ARI GROUP, LLC

ARI GROUP, LLC

other names

ARI GROUP, LLC
APPLIED RESEARCH INVESTMENTS, LLC
ARI GROUP LLC
ARI GROUP ADVISORY LLC

Adviser Profile

As of Date	02/25/2026
ADV Location	NEW YORK, NY, United States
Adviser Type - Large advisory firm
Number of Employees	4
of those in investment advisory functions	4
Registration	SEC, Approved, 09/27/2017

AUM^*	132,800,530 6%
of that, discretionary	21,779,981 11%
Private Fund GAV^*	0
Avg Account Size	8,853,369 6%
% High Net Worth	33.33%
SMA’s	Yes
Private Funds	0
Contact Info	(21 xxxxxxx
Websites

Client Types

- High net worth individuals
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

696M 597M 497M 398M 298M 199M 99M

2017 2018 2019 2020 2021 2022 2023

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary

Overview

Firm Description ARI Group, LLC (“ARI" or “Company”) is a US investment advisory firm incorporated in Delaware. This is the continuation of same firm founded on October 11, 2016, with its principal office and place of business in New York City. The Company is principally owned by Amira Strasser who is the Founding Partner of ARI. ARI currently manages five investment strategies, global and international strategies. ARI offers customizable portfolios and advises its clients. The Company targets institutional clients and high net worth individuals such as family offices, endowments, pension funds and sub‐ advisory relationships. Advisory Services ARI provides its clients with discretionary and non‐discretionary asset management services across a broad spectrum of global investment strategies. ARI employs a fundamental investment approach in implementing these strategies. The firm also advises clients with comprehensive investment management solutions. These services are specifically designed to meet the unique needs of clients. The broad range of investment activities is tailored to the strategic management of ARI’s clients’

investment portfolios. See Item 8 (Methods of Analysis, Investment Strategies and Risk of Loss) for additional information regarding ARI’s advisory services. Investment Vehicle ARI makes the investment strategy offerings discussed above available to clients through separately managed accounts (“Managed Accounts”), model delivery and sub‐advisory. Institutional clients and high net worth individuals may retain ARI to provide discretionary or non‐discretionary investment advice pursuant to the terms of negotiated investment management agreements. In order to tailor our advisory services to the individual needs of clients, ARI may customize the guidelines and restrictions applied to the strategy to align with the particular investment goals of a particular client. As such, clients may impose restrictions on investing in certain securities or types of securities in their investment policy statement (IPS) or in the Investment Guidelines. ARI does not participate in wrap fee programs. As of March 15, 2024, ARI had approximately $ 102 Million in assets under management. 641 Lexington Ave 13th floor, New York, NY 10022 5