A complete list of active advisors currently associated with ARS Investment Partners, LLC
Warmer can help you find a great advisor at ARS Investment Partners, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at ARS Investment Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
New York, NY
| 35
| |
New York, NY
| 19
| |
New York, NY
| 5
| |
New York, NY
| 24
| |
New York, NY
| 51
|
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