Arena Capital Advisors Llc
- Regulatory AUM
- $5.3B
- Discretionary
- $5.3B
- Clients
- 40
- Avg AUM / client
- $133M
- Accounts
- 40
- Employees
- 26
AUM over time
Annual snapshots from Form ADV filings · as of May 14, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $55.2M | 1.04% |
| Pooled investment vehicles (non-investment companies) | 31 | $4.2B | 79.5% |
| Pension and profit sharing plans | 4 | $621M | 11.7% |
| Insurance companies | 4 | $417M | 7.83% |
Private funds (26)
View all →Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $3.3B combined gross assets
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Post, Lawrence, Aron | President & Stockholder | Apr 1992 (34y) | ≈ 3.75% – 10% via Post Advisory Group, Inc. | |
| Perrett, Sanije, Jane | Member, President & Cco | Dec 2013 (13y) | 10% – 25% | |
| Elperin, Daniel, Michael | Member & Managing Director Trading | Mar 2014 (12y) | 25% – 50% | |
| Sagi, Jeremy, Ben | Member & Chief Investment Officer | Mar 2014 (12y) | 25% – 50% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Post Advisory Group, Inc. | Member | Mar 2014 | A | 5% – 10% |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Post, Lawrence, Aron: 75% – 100% of Post Advisory Group, Inc. × 5% – 10% direct ≈ 3.75% – 10% of the firm
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 (26, $3.3B gross assets)
Top 25 of 26 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/14/2026 | 6.21 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
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- State Street $426M (8% of AUM) Apr 2025
- Northern Trust $391M (8% of AUM) Mar 2024
- Bnp Paribas $306M (6% of AUM) Mar 2024
- J.P. Morgan $213M (4% of AUM) Mar 2024
- Hsbc Trinkaus $154M (3% of AUM) Mar 2024
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: May 14, 2026.
View current Form ADV (SEC/IAPD) ↗