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ARI GROUP, LLC

NEW YORK, NY · CRD 286049 · IAPD ↗ · arinvgroup.com · (212) 419-0400

$132.8MRegulatory AUM
4Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
June 2025 — ARI GROUP, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
December 2024 — APPLIED RESEARCH INVESTMENTS, LLC is now doing business as ARI GROUP, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
42
April 2024 — APPLIED RESEARCH INVESTMENTS, LLC notice-filed in DE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — APPLIED RESEARCH INVESTMENTS, LLC reported RAUM up 166% ($38.4M -> $102.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.