|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| ARIS Investing LLC
✚
|
|
|---|---|
| CRD # | 325320 |
| SEC # | 801-132657 |
| CIK # | |
| AUM | $1.1 B (2025-07-11) |
| Employees | 17 (18% Investors, 0% Brokers) |
| Phone | 312-910-2502 |
| Address | 2700 Patriot Boulevard Glenview, IL 60026 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 1.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 1,117.2 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 229 | 1,119.0 |
| By Discretionary | ||
| Discretionary | 10 | 1.8 |
| Non-Discretionary | 219 | 1,117.2 |
| Total | 229 | 1,119.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,119.0 | |
| Total | 229 | 1,119.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Action Point Financial Planning LLC
✚
|
MI | 1.2 |
|
Wgshaheen & Associates Ltd
✚
|
NY | 1.2 |
|
Aspen Capital Management
✚
|
ID | 1.1 |
|
Rappaport Reiches Capital Management LLC
✚
|
IL | 1.1 |
|
Titan Global Capital Management USA LLC
✚
|
NY | 1.1 |
|
Jacobs & Company LLC
✚
|
CA | 1.1 |
|
PrairieView Partners LLC
✚
|
MN | 1.1 |
|
James J Burns & Company LLC
✚
|
NY | 1.1 |
|
Galilei Investment Office LLP
✚
|
1.1 | |
|
Paul R RIED Financial Group LLC
✚
|
WA | 1.1 |