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| ARAX Advisory Partners LLC
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|---|---|
| CRD # | 133535 |
| SEC # | 801-67165 |
| CIK # | 0001586767 |
| AUM | $7.3 B (2025-07-08) |
| Employees | 68 (76% Investors, 10% Brokers) |
| Phone | 303-633-5900 |
| Address | 730 17th Street Denver, CO 80202 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| Merck & Co Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,314 | 0.6 |
| (b) Individuals (high net worth individuals) | 1,108 | 5.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 0.1 |
| (h) Charitable organizations | 98 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 184 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 11,470 | 7.3 |
| By Discretionary | ||
| Discretionary | 11,076 | 6.9 |
| Non-Discretionary | 394 | 0.4 |
| Total | 11,470 | 7.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 7.3 | |
| Total | 11,470 | 7.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001586767] | |
| SC 13G | [0001586767] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| ARAX Advisory Partners | First Trust Exchange-Traded Fund VIII | [2025-02-06] |
| ARAX Advisory Partners | First Trust Exchange-Traded Fund | [2025-02-06] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Marshfield Associates Inc
✚
|
DC | 7.5 |
|
McMorgan & Company LLC
✚
|
CA | 7.4 |
|
Pyrford International Ltd
✚
|
7.3 | |
|
Plancorp LLC
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|
MO | 7.3 |
|
R M Davis Inc
✚
|
ME | 7.3 |
|
Confluence Investment Management LLC
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|
MO | 7.3 |
|
Nicholas Hoffman & Company LLC
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|
GA | 7.2 |
|
BNY Mellon Securities Corporation
✚
|
NY | 7.1 |
|
DSM Capital Partners LLC
✚
|
FL | 7.1 |
|
Crossmark Global Investments Inc
✚
|
TX | 7.1 |