Ari Group

What Ari Group does

Ari Group is a privately-held investment management firm headquartered in New York with a secondary office in Montreal, Canada, operating as ARI Group, LLC (a Delaware LLC) alongside its Canadian affiliate Applied Research Investment Advisors Inc. The firm's earliest composite dates to September 2009, and it is registered as an investment adviser with the SEC under the Investment Adviser Act of 1940. It primarily serves institutional investors — pension funds, endowments, family offices, and non-profit organizations in North America — through Global and International Equity Strategies delivered via Separately Managed Accounts and Sub-Advisory arrangements, with a secondary practice providing Wealth Management and Advisory Services to high-net-worth individuals, entrepreneurs, and family offices.

The firm's product suite spans Global Equity, International & Emerging Markets (covering EAFE and emerging markets across 35 countries), Advisory Services, and Wealth Management. The underlying investment process is proprietary and combines quantitative stock screening with extensive internal fundamental bottom-up research, proprietary portfolio construction, and integrated risk management. A SASB-materiality-based ESG Risk Management Framework, supported by 6+ years of internal ESG data analytics, supplements the core process. The firm claims GIPS compliance, is a signatory of the UN Principles for Responsible Investment (UNPRI), and is SEC-registered. A digital ROI Calculator tool supports prospect qualification and investment planning for wealth management clients.

ARI Group generates revenue through investment advisory and management fees, with composite returns calculated net of a maximum 1% advisory fee, structured as recurring annual billing. The firm employs between 11 and 50 people and reports over $1 billion in securities traded since inception on behalf of pension funds and family offices. Distribution is direct: enterprise field sales for institutional clients via Separately Managed Accounts and Sub-Advisory channels, and inside sales for wealth management clients via introductory Calendly calls. Marketing leverages content (blog covering technology, healthcare, consumer, lifestyle, and philanthropy topics), email/newsletter, conference presence, and referral networks. The firm has received multiple industry recognitions, including Nasdaq Evestment Top 10 Global Emerging Manager across 2021-2025 and USA TODAY Best Financial Advisory Firms 2023.

Name

Ari Group

Legal name

ARI Group, LLC

Website

https://arinvgroup.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

11–50 employees

Short description

Ari Group is a privately-held investment management firm offering Global and International Equity Strategies via Separately Managed Accounts to institutional investors — pension funds, endowments, and family offices — alongside wealth management and advisory services to high-net-worth individuals, with offices in New York and Montreal.

Ownership category

akta.pro rank

Product category

Investment Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)

akta.pro secondary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

Keywords

• Investment management services
• Global equity strategies
• Wealth management advisory
• Separately managed accounts
• Institutional asset management

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure, Others

Revenue model

1. Investment Advisory and Management Fees: ARI Group generates revenue through investment advisory and management fees. The firm manages assets for institutional clients including Pension Funds, Endowments, Family Offices and Non-Profit Organizations through Separately Managed Accounts and Sub-Advisory arrangements. Composite returns are calculated gross of management and custodial fees but net of non-reclaimable withholding taxes, with net returns reflecting the deduction of the highest advisory fees of 1%.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

ARI Group is a private investment management firm that constructs and manages Global and International Equity Strategies for institutional investors through Separately Managed Accounts and Sub-Advisory arrangements, supplemented by Wealth Management solutions for high-net-worth individuals and Advisory services covering strategy, execution, value creation, and liquidity events. The firm's investment approach combines quantitative stock screening with internal fundamental bottom-up research, proprietary portfolio construction, and risk management targeting top quartile alpha and bottom quartile correlation to benchmarks.

Product overview

Ari Group is an investment management firm offering a unified platform of Global Investment Solutions comprising three core product lines: Global Equity Strategies (investing in globally recognized leaders in developed markets), International & Emerging Markets (geographic diversification across 35 countries), and Advisory Services (strategic guidance with execution support). Wealth Management provides customized portfolio solutions for individual clients, delivered through Separately Managed Accounts for institutional investors. The firm supplements its advisory services with an ROI Calculator tool for investment planning. The investment philosophy centers on long-term capital growth through high active-share, concentrated yet diversified portfolios targeting alpha generation and capital preservation for institutional clients (pension funds, endowments, family offices) and high-net-worth individuals.

Differentiator

Problem solved

Functional benefit

Products and services

• Global Equity Strategies Long-term investments in globally recognized leaders and regional powerhouses with sustainable business models, targeting consistent and substantial returns through equity exposure in developed markets worldwide. Targeted at institutional investors.
• International & Emerging Markets Equity Strategies Investment strategies focusing on international developed markets (EAFE) and emerging market equities, offering geographic diversification with exposure across 35 countries and growth opportunities in developing economies. Targeted at institutional investors.
• Advisory Services Strategic and tactical investment advisory services providing personalized guidance, execution support, and access to a global network, covering strategy, execution, value creation, and liquidity events. Targeted at institutional investors, family offices, and entrepreneurs.
• Wealth Management Customized portfolio solutions tailored to individual client goals with emphasis on privacy and discretion, offering Absolute Return and Capital Preservation strategies for high-net-worth individuals and families.
• Separately Managed Accounts Institutional investment accounts managed on a segregated basis for pension funds, endowments, family offices, and non-profit organizations, delivered via separately managed account and sub-advisory structures.
• ROI Calculator Online investment planning tool enabling users to project investment growth by inputting initial investment amount, expected rate of return, growth period, additional annual contributions, and benchmark comparison against MSCI World index.

Quantifiable outcome

• Top quartile Alpha delivery for institutional clients
• +2 more outcomes

Named customers4 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Harding Loevner: Boutique global and international equity manager serving institutional clients with GIPS-compliant composites. Highly comparable to ARI on product mix (Global, EAFE, EM), institutional channel, and GIPS-compliant track record, though larger AUM and longer history.
• Brown Capital Management: Boutique, minority-owned equity manager with concentrated, fundamentals-driven strategies for institutional clients. Comparable to ARI's concentrated, high active-share style and emerging-manager institutional positioning.
• Ariel Investments: Minority-owned, emerging-manager-profile institutional equity manager with similar boutique positioning. Comparable to ARI on emerging-manager status, institutional focus, and minority/women-led leadership narrative.
• WCM Investment Management: Boutique global growth equity manager with concentrated, high active-share portfolios for institutional and HNW clients. Closely aligned with ARI's concentrated, fundamentals-driven approach and institutional/HNW dual distribution.
• Pzena Investment Management: Boutique value-oriented global and emerging markets equity manager serving institutional clients. Comparable to ARI's institutional channel, EM/global composites, and concentrated, active-share-oriented approach.
• Artisan Partners: Multi-affiliate asset manager offering global and non-US equity strategies to institutional and intermediary clients. Comparable to ARI on global/international equity focus and sub-advisory distribution, but significantly larger AUM and affiliate count.
• GQG Partners: Global and emerging markets equity manager with significant institutional and HNW distribution. Overlap with ARI's global and EM strategies and pension/endowment-style client base, though now substantially larger post-IPO.

Broad incumbents

• ClearBridge Investments: Established institutional asset manager with global, international, and ESG-integrated equity strategies. Comparable to ARI on ESG/SASB-style integration and institutional sub-advisory channel, but operating at significantly larger scale as part of the Franklin Templeton complex.
• Lazard Asset Management: Large global institutional asset manager offering global, international, and emerging markets equity strategies. Overlaps with ARI on product categories and institutional channel but offers much broader scale and a multi-strategy platform.
• Wellington Management: Large institutional asset manager offering global and international equity strategies, ESG integration, and sub-advisory mandates for pensions and endowments. Overlaps with ARI on institutional sub-advisory channel and ESG/SASB-style integration, but operates as a broad incumbent at much greater scale.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks3 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/61555680073681

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Ari Group