Aristides Capital Llc
- Regulatory AUM
- $541M
- Discretionary
- $541M
- Clients
- 5
- Avg AUM / client
- $108M
- Accounts
- 5
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 5 | $541M | 100.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $378M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Aristides Fund Lp master | Hedge Fund | Delaware | $230M | 85 |
| Aristides Fund Qp, Lp | Hedge Fund | Delaware | $148M | 58 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Claire Margaret Brown | Managing Member | Mar 2008 (18y) | 75% or more | |
| Daniel Charles Nall | Chief Compliance Officer/Pm | CFA | Jun 2013 (13y) | Less than 5% |
| Kathryn Wetterer Davis | Registered representative | Oct 2025 (1y) | ||
| Anna Racine Pies | Registered representative | Mar 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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 (2, $378M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Aristides Fund Lp | Hedge Fund | $230M | $500K | 85 |
| Aristides Fund Qp, Lp | Hedge Fund | $148M | $1.0M | 58 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/22/2026 | 2.12 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
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 22, 2026.
View current Form ADV (SEC/IAPD) ↗