9AT: ARI GROUP, LLC

Adviser Profile

As of Date	02/25/2026
Registration	SEC, Approved, 09/27/2017
ADV Location	NEW YORK, NY, United States
Contact Info	(21 xxxxxxx
Websites

AUM^*	132,800,530 6%
of that, discretionary	21,779,981 11%
Number of Employees	4
of those in investment advisory functions	4
Private Fund GAV^*	0
Avg Account Size	8,853,369 6%
% High Net Worth	33.33%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser RICHVIEW ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM66.6m	#Funds-
Adviser MARTIN INVESTMENT MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund3.6m	Total Private Fund GAV3.6m	AUM888.1m	#Funds1
Adviser UMB PRIVATE WEALTH MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund70.2m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV70.2m	AUM124.7m	#Funds4
Adviser INDEPENDENCE ASSET ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM2.2b	#Funds-
Adviser FIERA CAPITAL INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund106.6m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund1.6b	Total Private Fund GAV1.7b	AUM17.3b	#Funds6
Adviser NEWSOUTH CAPITAL MANAGEMENT INC	Hedge Fund118.8m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV118.8m	AUM2.2b	#Funds1
Adviser RELEVANT WEALTH ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM799.0m	#Funds-
Adviser BRENTVIEW INVESTMENT MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM265.7m	#Funds-
Adviser NFC INVESTMENTS, LLC	Hedge Fund280.8m	Liquidity Fund-	Private Equity Fund84.1m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund163.8m	Total Private Fund GAV528.7m	AUM2.1b	#Funds8
Adviser COLBERT INVESTMENT MANAGEMENT CO	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM295.8m	#Funds-

Brochure Summary

Overview

Firm Description ARI Group, LLC (“ARI" or “Company”) is a US investment advisory firm incorporated in Delaware. This is the continuation of same firm founded on October 11, 2016, with its principal office and place of business in New York City. The Company is principally owned by Amira Strasser who is the Founding Partner of ARI. ARI currently manages five investment strategies, global and international strategies. ARI offers customizable portfolios and advises its clients. The Company targets institutional clients and high net worth individuals such as family offices, endowments, pension funds and sub‐ advisory relationships. Advisory Services ARI provides its clients with discretionary and non‐discretionary asset management services across a broad spectrum of global investment strategies. ARI employs a fundamental investment approach in implementing these strategies. The firm also advises clients with comprehensive investment management solutions. These services are specifically designed to meet the unique needs of clients. The broad range of investment activities is tailored to the strategic management of ARI’s clients’

investment portfolios. See Item 8 (Methods of Analysis, Investment Strategies and Risk of Loss) for additional information regarding ARI’s advisory services. Investment Vehicle ARI makes the investment strategy offerings discussed above available to clients through separately managed accounts (“Managed Accounts”), model delivery and sub‐advisory. Institutional clients and high net worth individuals may retain ARI to provide discretionary or non‐discretionary investment advice pursuant to the terms of negotiated investment management agreements. In order to tailor our advisory services to the individual needs of clients, ARI may customize the guidelines and restrictions applied to the strategy to align with the particular investment goals of a particular client. As such, clients may impose restrictions on investing in certain securities or types of securities in their investment policy statement (IPS) or in the Investment Guidelines. ARI does not participate in wrap fee programs. As of March 15, 2024, ARI had approximately $ 102 Million in assets under management. 641 Lexington Ave 13th floor, New York, NY 10022 5

ARI GROUP, LLC

ARI GROUP, LLC

APPLIED RESEARCH INVESTMENTS, LLC

ARI GROUP LLC

ARI GROUP ADVISORY LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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ARI GROUP, LLC ARI GROUP, LLC APPLIED RESEARCH INVESTMENTS, LLC ARI GROUP LLC ARI GROUP ADVISORY LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

ARI GROUP, LLC

ARI GROUP, LLC

APPLIED RESEARCH INVESTMENTS, LLC

ARI GROUP LLC

ARI GROUP ADVISORY LLC