Ari Group, Llc
- Regulatory AUM
- $133M
- Discretionary
- $21.8M
- Clients
- 15
- Avg AUM / client
- $8.9M
- Accounts
- 15
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Feb 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 5 | $114M | 85.6% |
| Corporations and other businesses | 3 | $16.9M | 12.7% |
| Other | 7 | $2.3M | 1.71% |
People (0)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Strasser, Amira | Chief Executive Officer, Cio, Cco | Oct 2016 | A | 75% or more |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/25/2026 | 1.05 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 businesses/institutional clients
- • Other services
Custody
Reported custodians
- State Street $354M (51% of AUM) Mar 2022
- Fiducie Desjardins Inc. $110M (16% of AUM) Aug 2021
- Northern Trust $86.2M (12% of AUM) Aug 2021
- Citibank $27.9M (73% of AUM) Mar 2023
- J.P. Morgan $15.1M (11% of AUM) Feb 2026
- Interactive Brokers $4.5M (3% of AUM) Feb 2026
- Presidential Bank $138K (0% of AUM) Feb 2026
- Cowen Prime Services Llc $110K (0% of AUM) Jun 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Feb 25, 2026.
View current Form ADV (SEC/IAPD) ↗