A
Aristo Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$8,446,461
Clients
8
75% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
8
Very LowAverage account size
$1,055,808
About
The firm provides discretionary investment management to individual and high‑net‑worth clients, working with each client to establish investment objectives and implement individualized portfolios. It manages client assets in designated brokerage or pension accounts and does not maintain custody of client funds or securities beyond authorized fee deductions.
The firm follows a research‑intensive, value‑oriented approach that combines quantitative and qualitative analysis to build portfolios primarily comprised of individual equity securities with a focus on long‑term capital appreciation and an objective to outperform the S&P 500. While typically long‑term focused, the advisor may employ concentrated positions, rebalancing trades, short sales, or shorter‑term transactions when the investment case or client needs warrant.
Distinctive features include a very small client base and modest assets under management, which support a highly personalized, hands‑on management style that differs from larger peers. The firm’s lead investment professional is a CFA charterholder with a background in institutional equity research and private portfolio management; the firm operates on a fee‑only basis, does not use soft‑dollar arrangements, and does not charge performance‑based fees.
Client services
Portfolio management
Expertise
Concentrated stock management
Active portfolio management
Fee options
1.25% annually
Account minimum: $250,000 Fee-only: Fee-only advisory firm; no commissions
Main office location
Aristo Advisors LLC
400 East 55 Th Street
New York NY 10022, United States
Number of offices
1
Most active in
Aristo Advisors LLC has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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