Ariston Services Group, Llc
- Regulatory AUM
- $527M
- Discretionary
- $371M
- Clients
- 70
- Avg AUM / client
- $7.5M
- Accounts
- 220
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 19, 2026
Investments (13F portfolio — 71 positions, $167,156,759)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Vanguard Specialized Funds | DIV APP ETF | $25,208,573 | 0 | 15.1% | 4.78% |
| 2 | Vanguard Whitehall Fds | HIGH DIV YLD | $23,454,801 | 0 | 14.0% | 4.45% |
| 3 | Tesla Inc | COM | $21,870,424 | 0 | 13.1% | 4.15% |
| 4 | Ishares Gold Tr | ISHARES NEW | $11,055,176 | 0 | 6.61% | 2.1% |
| 5 | Vanguard Intl Equity Index F | FTSE EMR MKT ETF | $10,617,906 | 0 | 6.35% | 2.01% |
| 6 | Vanguard Whitehall Fds | INTL HIGH ETF | $8,521,288 | 0 | 5.1% | 1.62% |
| 7 | Vanguard Whitehall Fds | INTL DVD ETF | $7,556,519 | 0 | 4.52% | 1.43% |
| 8 | Vanguard Index Fds | REAL ESTATE ETF | $7,038,146 | 0 | 4.21% | 1.34% |
| 9 | Vanguard Index Fds | SMALL CP ETF | $5,961,293 | 0 | 3.57% | 1.13% |
| 10 | Vanguard Index Fds | S&P 500 ETF SHS | $5,692,968 | 0 | 3.41% | 1.08% |
| 11 | Spdr Gold Tr | GOLD SHS | $4,811,503 | 0 | 2.88% | 0.91% |
| 12 | Ishares Tr | RUS 2000 GRW ETF | $3,695,427 | 0 | 2.21% | 0.7% |
| 13 | Vanguard World Fd | UTILITIES ETF | $3,588,739 | 0 | 2.15% | 0.68% |
| 14 | Energy Transfer L P | COM UT LTD PTN | $1,943,182 | 0 | 1.16% | 0.37% |
| 15 | Alphabet Inc | CAP STK CL A | $1,566,052 | 0 | 0.94% | 0.3% |
| 16 | Vanguard Calif Tax Free Fds | TAX EXEMPT BD FD | $1,290,566 | 0 | 0.77% | 0.24% |
| 17 | Alphabet Inc | CAP STK CL C | $1,168,955 | 0 | 0.7% | 0.22% |
| 18 | Exxon Mobil Corp | COM | $1,094,307 | 0 | 0.65% | 0.21% |
| 19 | Nvidia Corporation | COM | $1,047,795 | 0 | 0.63% | 0.2% |
| 20 | Vanguard Index Fds | VALUE ETF | $1,021,359 | 0 | 0.61% | 0.19% |
| 21 | Blackstone Inc | COM | $989,604 | 0 | 0.59% | 0.19% |
| 22 | Vanguard Mun Bd Fds | TAX EXEMPT BD | $762,256 | 0 | 0.46% | 0.14% |
| 23 | Netflix Inc. | COM | $758,624 | 0 | 0.45% | 0.14% |
| 24 | Scripps E W Co Ohio | CL A NEW | $698,565 | 0 | 0.42% | 0.13% |
| 25 | Jpmorgan Chase & Co | COM | $682,745 | 0 | 0.41% | 0.13% |
Top 25 of 71 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 40 | $14.0M | 2.65% |
| High net worth individuals | 29 | $375M | 71.1% |
| Pooled investment vehicles (non-investment companies) | 1 | $138M | 26.3% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $125M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Ivanhoe Partners Fund, Lp | Other Private Fund | California | $125M | 9 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Peter Emmanuel Shenas | Managing Member / Chief Compliance Officer & Trustee | CFP | Mar 2008 (18y) | 75% or more |
| Eduardo Del Negro Ciuffo | Registered representative | CFA | Oct 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Shenas Family 2015 Trust | Owner | Nov 2015 | A | 75% or more |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $125M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Ivanhoe Partners Fund, Lp | Other Private Fund | $125M | $500K | 9 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 1.22 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $527M (100% of AUM) Mar 2026
- Wells Fargo $159M (37% of AUM) Mar 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗