ARS Investment Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,995,006,049
Clients
346
Advisors
5
of 18 employees
About
ARS Investment Partners is an SEC‑registered adviser that serves individual and high‑net‑worth clients as well as institutional accounts, pension plans, endowments, and pooled investment vehicles. The firm provides separately managed accounts, financial planning at no additional charge, third‑party manager referral services, sponsorship and sub‑advisory services for exchange‑traded funds, and educational seminars and workshops.
Investment decisions are driven by an Investment Committee process that combines macro and sector analysis with fundamental company research and valuation screens to build tailored asset allocations, SMA strategies, and ETF‑based thematic portfolios; ARS may manage accounts on a discretionary basis and conducts ongoing due diligence on third‑party managers. The firm discloses the use of derivatives, futures/options risk, and potential use of margin or leverage in certain strategies, and it operates both proprietary strategies and allocations to unaffiliated pooled vehicles.
Several features distinguish ARS from many team‑level peers: it manages private pooled vehicles (including the 361‑OHIO Technology Fund with sidecar investments tied to Queen City Angels), operates as an ETF sponsor and sub‑adviser with fund‑level compensation arrangements (rebating or offsetting duplicative advisory fees to clients), and discloses an exemption from CFTC/NFA registration under Rule 4.14(a)(8) that relates to commodity pool activity. The firm is majority‑owned within the Artemis group, serves as a sub‑adviser to other advisers, and manages roughly $2.7 billion of AUM with a relatively small investment team—an unusually high AUM per advisor for its peer group.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.25% per annum for ARS Core Equity, ARS Focused Opportunities, ARS Tactical Asset Allocation (first $1MM tier) $1,000,000 - $21,000,000: 1.00% per annum (next $20MM tier) for ARS Core Equity, ARS Focused Opportunities, ARS Tactical Asset Allocation $0+: 1.25% per annum for ARS Focused Small Cap Strategy $0 - $5,000,000: 1.00% per annum for ARS Multi-Strategy $5,000,000 - $30,000,000: 0.80% per annum (first $25MM) for ARS Institutional Account $30,000,000+: 0.70% per annum (next $25MM for ARS Institutional Account; next $20MM for ARS Multi-Strategy) $0 - $5,000,000: 0.70% per annum for ARS Tactical Sector Allocation ETF Strategy and ARS-Focused ETF Strategy (first $5MM tier) $5,000,000 - $25,000,000: 0.50% per annum (next $20MM tier) for ARS Tactical Sector Allocation ETF Strategy and ARS-Focused ETF Strategy $0 - $15,000,000: 0.50% per annum for ARS Core Fixed Income Strategy (first $15MM) $15,000,000 - $30,000,000: 0.35% per annum for ARS Core Fixed Income Strategy (next $15MM)
Performance-based fees (incentive allocations) are charged for Fund investors based on appreciation of their interests, subject to high water mark provisions.
Account minimum: $1,000,000
Main office
529 Fifth Avenue, Suite 500
New York NY 10017
Advisors at this office
5
Most active in
California · Colorado · Connecticut · Florida · Hawaii · Maryland · Massachusetts · New Jersey · New York · North Carolina · Pennsylvania · Texas
Also doing business as
A. R. Schmeidler & Co., Inc. · Ars Investment Partners, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Quick links
Advisors at this firm
Stephen B
Series 63
New York, NY
ARS Investment Partners, LLC
Stephen Burke is a Series 63–licensed financial advisor with ARS Investment Partners, LLC, based in New York, NY. He has 35 years of industry experience, including over 10 years with ARS Investment Partners. ARS Investment Partners is an SEC-registered adviser serving individual, high-net-worth, and institutional clients. The firm employs an Investment Committee approach combining macro and sector analysis with fundamental research to provide tailored portfolios, including separately managed accounts and ETF-based strategies.
Sean L
CFA®
New York, NY
ARS Investment Partners, LLC
Sean Lawless is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at ARS Investment Partners, LLC since 2016. Prior to joining ARS, he worked at Modern Asset Management for five years. ARS Investment Partners provides discretionary and non-discretionary portfolio management to individual and institutional clients through various strategies, including core equity, small-cap, and tactical asset allocation. The firm employs a team-based investment process and offers financial planning and educational seminars to clients.
Arnold S
New York, NY
ARS Investment Partners, LLC
Arnold Schmeidler is a financial advisor with ARS Investment Partners, LLC who holds 51 years of industry experience. He has worked at ARS Investment Partners since 2016 and has been with Aresco Management, Inc. since 1989. ARS Investment Partners is an SEC-registered adviser serving individual, high-net-worth, and institutional clients with separately managed accounts, financial planning, third-party manager referrals, and ETF sponsorship and sub-advisory services. The firm’s investment process combines macro and sector analysis with fundamental research to create tailored portfolios, and it manages approximately $2.7 billion in assets with a small team.
Andrew S
Series 63
New York, NY
ARS Investment Partners, LLC
Andrew Schmeidler is a financial advisor at ARS Investment Partners, LLC with 24 years of industry experience. He has been with ARS Investment Partners since 2016. The firm serves individual and high-net-worth clients as well as institutional accounts, offering tailored asset allocations, separately managed accounts, and ETF-based thematic portfolios driven by a committee process that integrates macro and sector analysis with fundamental research.
Gregory K
Series 65, Series 63
New York, NY
ARS Investment Partners, LLC
Gregory Kops is a financial advisor at ARS Investment Partners, LLC with 19 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Morgan Stanley Private Bank and Morgan Stanley. ARS Investment Partners is an SEC-registered adviser serving individual, high-net-worth, and institutional clients. The firm employs an Investment Committee process combining macro and sector analysis with fundamental research to build tailored strategies, and it manages both proprietary and third-party pooled investment vehicles.
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