{"url":"https://nivawealth.com/firms/ares-management-130074","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/130074","regulatoryAum":458821489418,"crd":"130074","secFileNumber":"801-63800","legalName":"Ares Management LLC","displayName":"Ares Management","website":null,"linkedinUrl":"https://www.linkedin.com/company/ares-wealth-management-solutions/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1800 Avenue of the Stars, Suite 1400","city":"Los Angeles","state":"CA","stateName":"California","country":"United States","postalCode":"90067"},"tradeNames":[],"registration":{"secApproved":"31 January 2005","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":3990,"advisory":1550,"brokerDealerReps":266,"insuranceAgents":0,"promoters":25},"aum":{"discretionary":433966995326,"discretionaryAccounts":663,"nonDiscretionary":24854494092,"nonDiscretionaryAccounts":52,"wrapProgram":null,"nonUsClientsPct":54,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":655,"regulatoryAum":403549241688},{"label":"Pension and profit-sharing plans","clients":13,"regulatoryAum":4925207418},{"label":"Other investment advisers","clients":null,"regulatoryAum":235569066},{"label":"Insurance companies","clients":27,"regulatoryAum":40325960452},{"label":"Sovereign wealth funds and foreign official institutions","clients":null,"regulatoryAum":5731289077},{"label":"Corporations and other businesses","clients":null,"regulatoryAum":1112238528},{"label":"Other","clients":7,"regulatoryAum":2941983189}],"fees":[],"feeNotes":[],"custodians":[{"name":"Bank of New York Mellon","shortName":"Bank of New York Mellon","location":"Pittsburgh, PA","smaAssets":28738960482},{"name":"Northern Trust","shortName":"Northern Trust","location":"Chicago, IL","smaAssets":6305399460},{"name":"Citibank, NA","shortName":"Citibank, NA","location":"New York, NY","smaAssets":10627553370}],"custodyNote":"Ares Management has custody of $368.09B for 545 clients.","otherCustodians":[],"leadership":[{"name":"Michael Arougheti","title":"Co-Founder and Chief Executive Officer","crd":"2735734"},{"name":"Robert Deveer","title":"Co-President","crd":"4510479"},{"name":"Blair Jacobson","title":"Co-President","crd":"2590352"},{"name":"Jarrod PHILLIPS","title":"Chief Financial Officer","crd":"4571579"},{"name":"Richa Gulati","title":"Chief Compliance Officer","crd":"5502357"},{"name":"Ryan Berry","title":"Chief Marketing and Strategy Officer","crd":"4686131"},{"name":"David Kaplan","title":"Co-Founder","crd":"1992162"},{"name":"Antony Ressler","title":"Co-Founder and Executive Chairman","crd":"1878120"},{"name":"Bennett Rosenthal","title":"Co-Founder and Chairman of Private Equity Group","crd":"2818358"},{"name":"Naseem Sagati Aghili","title":"General Counsel and Corporate Secretary","crd":"6916957"}],"ownership":[{"label":"Ares Management Holdings L.P.","detail":"Member in the 75% or more ownership band and a control person, since December 2010."},{"label":"Ares Owners Holdings, L.P.","detail":"Indirect owner: a limited partner of Ares Holdings, L.P. in the 25% to 50% band and a control person, since May 2007.","parent":"Ares Holdings, L.P."},{"label":"Ares Holdings, L.P.","detail":"Indirect owner: a limited partner of Ares Management Holdings L.P. in the 75% or more band and a control person, since December 2010.","parent":"Ares Management Holdings L.P."},{"label":"Antony Ressler","detail":"Indirect owner: a limited partner of Ares Owners Holdings, L.P. in the 25% to 50% band and a control person, since January 2002.","parent":"Ares Owners Holdings, L.P."},{"label":"Ares Holdco LLC","detail":"Indirect owner: general partner of Ares Management Holdings L.P. and a control person, since July 2016. Also a general partner of Ares Holdings, L.P. in the 50% to 75% band and a control person, since July 2016.","parent":"Ares Management Holdings L.P."},{"label":"Ares Partners Holdco LLC","detail":"Indirect owner: general partner of Ares Owners Holdings, L.P. and a control person, since May 2014.","parent":"Ares Owners Holdings, L.P."},{"label":"Ares Management Corporation","detail":"Indirect owner: a member of Ares Holdco LLC in the 75% or more band and a control person, since March 2021.","parent":"Ares Holdco LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":67,"privateResidences":0},"listedOfficeAddresses":11,"officesByState":[{"state":"California","offices":3,"addresses":[{"street":"1800 Avenue of the Stars, Suite 1400","city":"Los Angeles","headquarters":true},{"street":"4675 Macarthur Court","city":"Newport Beach"},{"street":"2015 Manhattan Beach Boulevard","city":"Redondo Beach"}]},{"state":"Colorado","offices":1,"addresses":[{"street":"1200 17th Street","city":"Denver"}]},{"state":"Georgia","offices":1,"addresses":[{"street":"One Buckhead Plaza","city":"Atlanta"}]},{"state":"Illinois","offices":1,"addresses":[{"street":"71 South Wacker Drive","city":"Chicago"}]},{"state":"Massachusetts","offices":1,"addresses":[{"street":"265 Franklin Street","city":"Boston"}]},{"state":"New Jersey","offices":1,"addresses":[{"street":"One Meadowlands Plaza","city":"East Rutherford"}]},{"state":"New York","offices":2,"addresses":[{"street":"245 Park Avenue","city":"New York"},{"street":"560 White Plains Road","city":"Tarrytown"}]},{"state":"Texas","offices":1,"addresses":[{"street":"2601 Olive Street","city":"Dallas"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"310-201-4100","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":null,"assetMix":[{"label":"Non-exchange-traded equity securities","percent":1},{"label":"Investment grade corporate bonds","percent":16},{"label":"Non-investment grade corporate bonds","percent":9},{"label":"Securities issued by registered investment companies or business development companies","percent":5},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":24},{"label":"Cash and cash equivalents","percent":7},{"label":"Other","percent":38,"detail":"Corporate Loans and Other Debt Investments, Warrants and Securitized Asset Pools"}],"privateFunds":682},"sources":{"adv1FilingDate":"26 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/130074/PDF/130074.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Ares Management have?","answer":"Ares Management has 702 clients and manages $458.8 billion for them, as of August 2026. They include 655 pooled investment vehicles, 27 insurance companies and 13 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 26 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Ares Management offer?","answer":"Ares Management provides portfolio management for pooled vehicles and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Ares Management use?","answer":"Ares Management’s separately managed account assets are held at Bank of New York Mellon (Pittsburgh, PA), with $28,738,960,482, Citibank, NA (New York, NY), with $10,627,553,370 and Northern Trust (Chicago, IL), with $6,305,399,460. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Ares Management have?","answer":"Ares Management has 2 investment adviser representatives registered with state securities authorities, out of 3,990 employees, and 1,550 perform investment advisory functions. 266 are registered representatives of a broker-dealer and 0 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Ares Management invest in?","answer":"At the end of its last fiscal year, Ares Management’s separately managed accounts held 38% corporate loans and other debt investments, warrants and securitized asset pools, 24% pooled vehicles (private funds and similar), 16% investment grade corporate bonds, 9% high-yield corporate bonds, 7% cash and equivalents, 5% registered funds (mutual funds, ETFs, BDCs) and 1% non-exchange-traded equities. It advises 682 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Ares Management?","answer":"Ares Management is owned through a chain of holding companies by Antony Ressler and Ares Management Corporation. Its direct owner is Ares Management Holdings L.P. (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 26 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Ares Management get paid?","answer":"Ares Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":{"url":"https://nivawealth.com/firms/ares-management-130074/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-14","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1259313/000110465926097151/0001104659-26-097151-index.html","totalValue":2294299657,"positionCount":44,"top10Share":0.8330937326204726,"top10":[{"issuer":"Savers Value Village Inc","titleOfClass":"Common Stock","cusip":"80517M109","value":1185062307,"shares":117449188,"shareType":"SH","priorValue":873821959,"priorShares":117449188},{"issuer":"X-Energy Inc","titleOfClass":"Common Stock","cusip":"98386P102","value":254186581,"shares":13844585,"shareType":"SH"},{"issuer":"Clear Channel Outdoor Holdings, Inc.","titleOfClass":"Common 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Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}