Aris Investing provides portfolio management for individuals and small businesses.
Aris Investing reports 9 clients. They include 9 other investment advisers. Of its assets, 0.1% ($4.5M across 12 accounts) are managed with discretion; $3.31B across 907 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | Fewer than 5 | <1% |
| Other investment advisers | 100% | 100% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | Fewer than 5 | $4.5M | 0.1% | — |
| Other investment advisers | 9 | $3.31B | 99.9% | $368M |
| Total | 9 | $3.31B | 100% | — |
- Clients
- Fewer than 5
- Regulatory AUM
- $4.5M
- AUM share
- 0.1%
- Avg. per client
- —
- Clients
- 9
- Regulatory AUM
- $3.31B
- AUM share
- 99.9%
- Avg. per client
- $368M
Total
- Clients
- 9
- Regulatory AUM
- $3.31B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Aris Investing is paid through a percentage of assets under management; its fees and minimums are set out in its brochures on the SEC website.
Aris Investing Technologies LLC owns 75% or more of Aris Investing and is in turn owned by Chetan Desai (50–75%). It has 32 employees, 7 of them in advisory roles.
Staff
- 32 employees
- 7 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Aris Investing LLC
Aris Investing Technologies LLC
Control person · since June 2024
- Owns 50% to 75% of Aris Investing Technologies LLC
Chetan Desai
Control person · since June 2024
Aris Investing’s regulatory assets grew 3.0× from $1.12B (July 2025) to $3.31B (June 2026); employees rose from 17 to 32.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jun 2026June 2026 | $3.31B | 9 | 32 | 2 |
| Jul 2025July 2025 | $1.12B | 0 | 17 | 2 |
Besides its headquarters, Aris Investing has 1 office, with 2 listed addresses in the U.S. and abroad.
Illinois · 1 listed address
- 2700 Patriot Boulevard, Suite 250, GlenviewHQ
International offices
- 2M/130, 1ST FLOOR, 2ND MAIN RD, OPP. TO BANGALORE, BENGALURU, 560043, India
Contact and registration details
- Legal name
- Aris Investing LLC
- Headquarters
- 2700 Patriot Boulevard, Suite 250, Glenview, IL 60026
- Website
- arisinvesting.com
- Phone
- 312-910-2502
- SEC file
- 801-132657
- Structure
- Illinois LLC
- Fiscal year end
- December
Aris Investing’s named custodian for separately managed accounts is Charles Schwab ($3.31B). Aris Investing does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Fransisco, CA · $3.31B100%
At year end, Aris Investing’s separately managed accounts were mostly in funds (100%).
What the accounts hold
- Funds100%
How many clients does Aris Investing have?
Aris Investing has 9 clients and manages $3.31 billion for them, as of June 2026. They include 9 other investment advisers.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 June 2026
What services does Aris Investing offer?
Aris Investing provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Aris Investing use?
Aris Investing’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Fransisco, CA), with $3.31B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 June 2026
How many financial advisors does Aris Investing have?
Aris Investing has 2 investment adviser representatives registered with state securities authorities, out of 32 employees, and 7 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Aris Investing invest in?
At the end of its last fiscal year, Aris Investing’s separately managed accounts held 100% registered funds (mutual funds, ETFs, BDCs).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Aris Investing?
Aris Investing is owned through a holding company by Chetan Desai. Its direct owner is Aris Investing Technologies LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 23 June 2026
How does Aris Investing get paid?
Aris Investing is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Aris Investing?
Aris Investing’s main office is at 2700 Patriot Boulevard, Suite 250, Glenview, IL 60026. Its phone number is 312-910-2502. Its website is arisinvesting.com.