Ailares
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About
Ailares provides discretionary separately managed account portfolio management and related investment advisory services to qualified clients, high‑net‑worth individuals, trusts, estates, corporations, and certain retirement accounts. The firm tailors portfolios using onboarding documents and investment policy statements and accepts accounts subject to its suitability and minimum-account policies.
The firm combines fundamental, technical, macro, quantitative, sentiment analysis and proprietary machine‑learning tools to support investment decisions and discretionary trading across equities, ETFs, fixed income, options, short positions, margin, derivatives, and, where appropriate, digital-asset instruments. Ailares generally places trades through a qualified custodian platform, may aggregate orders across client accounts, and charges performance‑based fees to clients who meet qualified‑client requirements.
Distinctive features include its use of performance‑based compensation rather than a standard percentage‑of‑assets management fee, the explicit use of derivatives and option strategies within separately managed accounts, and an affiliation with an external accounting firm whose principal is also a firm principal (the accounting firm operates separately and has no advisory or referral relationship with the firm). The adviser is newly registering, reported no assets under management as of June 2026, and currently conducts a material portion of business as technology‑related consulting—an activity it expects to scale back as the advisory practice grows.
Client services
Expertise
Fee options
16% of net realized and marked-to-market unrealized profits with high-water mark and qualified-client requirements
Account minimum: $250,000 Minimum fee: $499 non-refundable account initiation fee, applied as a credit against future invoices until exhausted
Main office
4250 Us Route 1, Suite 115
Monmouth Junction NJ 08852
Advisors at this office
2
Most active in
New Jersey
Also doing business as
Ailares · Ailares, Inc.
Disclosures
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Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Mengxue C
CFA®
Monmouth Junction, NJ
Ailares
Mengxue Cao is a CFA® charterholder with eight years of experience at Ailares Inc. Prior to joining the firm, Mengxue worked at Boston University for three years. Ailares provides discretionary separately managed account portfolio management and investment advisory services to qualified clients, including high-net-worth individuals, trusts, estates, corporations, and certain retirement accounts. The firm employs a combination of fundamental, technical, macro, quantitative, sentiment analysis, and proprietary machine-learning tools to guide investment decisions across a range of asset classes and strategies.
Cheng X
Series 65
Monmouth Junction, NJ
Ailares
Cheng Xu is a financial advisor at Ailares with four years of industry experience. He holds a Series 65 designation and has previously worked at Axiom Bank and T. Rowe Price. His career includes multiple roles at Ailares entities dating back to 2017. Ailares provides discretionary separately managed account portfolio management and investment advisory services to qualified clients, including high-net-worth individuals, trusts, estates, corporations, and certain retirement accounts. The firm employs a combination of fundamental, technical, macro, quantitative, sentiment analysis, and proprietary machine-learning tools to guide investment decisions across a range of asset classes and strategies, including derivatives and options.
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