Ara Portfolio Management Company, L.L.C. (New Haven)

Name: Ara Portfolio Management Company, L.L.C.
Address: 195 Church Street, New Haven, CT, 06510 2009
Telephone: 203-497-8700

Ara Portfolio Management Company, L.L.C. is an adviser based in New Haven. It manages $2.91 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2004.

Ara Portfolio Management Company, L.L.C provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ara Portfolio Management Company, L.L.C: assets under management

The assets under management (AUM) of Ara Portfolio Management Company, L.L.C. is $2.91 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -96% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.91 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.91 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ara Portfolio Management Company, L.L.C. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Ara Portfolio Management Company, L.L.C.

Inc Archetype Risk Advisors joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc Archetype Risk Advisors	Owner	1 Jan 2004	75% - 100%	06-1584786
Amalendra Rajpal Arulpragasam	Chief executive officer	1 Jan 2004	75% - 100%	2228931
James Eliot Conant	Chief financial officer, chief compliance officer	1 Jan 2004	Other	4797075

Based in New Haven

The principal office where Ara Portfolio Management Company, L.L.C. performs its advisory services is located at 195 Church Street, New Haven, CT 06510 2009, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-497-8700 or by fax 203-497-8787. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.araportfolio.com.