Hedge Fund Database

ARS INVESTMENT PARTNERS, LLC

Adviser information for ARS INVESTMENT PARTNERS, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 18
Investment Advisory/Research 8
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 5
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 833 $1.4B
Non-Discretionary 37 $130.4M
Total 870 $1.6B

Clients

Type Number RAUM
Individuals 200 $143.7M
HNW Individuals 135 $1.3B
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 3 $19.6M
Pension and profit sharing plans <5 $14.1M
Charitable organizations 10 $73.3M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 10 $46.6M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)Publication of periodicals or newsletters
Compensation % of AUMPerformance-based fees
Other Business Activities Commodity pool operator or commodity trading advisor

Identifiers

SEC RIA File Number 801-7566
SEC ERA File Number 801-7566
SEC CIK Numbers 733020
SEC CRD Numbers 5845
Legal Entity Identifier 254900U67EJSKDMEPS59

Principal Office

529 FIFTH AVENUE
SUITE 500
NEW YORK
NY
United States
Monday - Friday, 8:30AM TO 5:00PM
Tel: 212-687-9800, Fax: 646-619-4460

Websites

www.linkedin.com/company/arsinvestmentpartnersllc/ www.arsinvestmentpartners.com twitter.com/arsinvestments

Chief Compliance Officer

KRISTEN NIEBUHR
CHIEF OPERATING OFFICER
529 FIFTH AVENUE
SUITE 500
NEW YORK
NY
United States
Tel: 212-931-5722
Fax: 646-619-4460
(Full email address available in API data)

Regulatory Contact

STEPHEN BURKE
MANAGING PARTNER
529 FIFTH AVENUE
SUITE 500
NEW YORK
NY
United States
Tel: 212-687-9800
Fax: 646-619-4460
(Full email address available in API data)

Industry Affiliates

ARTEMIS INVESTMENT MANAGEMENT LIMITED Other investment adviser, including financial planners
PAPYRUS CAPITAL GP LLC Sponsor, GP, manager of pooled investment vehicles
PS VENTURES, LLC Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
VESTCAP INVESTMENT MANAGEMENT INC. Other investment adviser, including financial planners

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
361-OHIO TECHNOLOGY FUND LLC Venture Capital Fund $7.0M $0.0M 39
PAPYRUS CAPITAL FUND LP Hedge Fund $11.0M $0.3M 33
PAPYRUS PERENNIAL YIELD FUND LP Hedge Fund $1.8M $0.0M 14
PINE STREET ASSOCIATES, L.P. Hedge Fund $1.0M $1.0M 15

Control Persons

Name Type Entity Title Since Ownership
SCHMEIDLER, ARNOLD, ROGER Individual – SENIOR PARTNER 12/2016 < 5%
SCHMEIDLER, ANDREW, JOHN Individual – PARTNER 12/2016 < 5%
BURKE, STEPHEN, ROBERT Individual – MANAGING PARTNER AND DIRECTOR 12/2016 < 5%
ARTEMIS INVESTMENT MANAGEMENT (2021) CORPORATION Foreign Entity ARTEMIS US CORPORATION OWNER 02/2010 > 75%
NADAL, MILES, SPENCER Individual ARTEMIS US CORPORATION OWNER 06/2010 > 75%
LAWLESS, SEAN, DAVID Individual – PARTNER 12/2016 < 5%
MAUNDER, TREVOR, WILLIAM Individual – DIRECTOR 12/2016 < 5%
SWARTZMAN, GAVIN Individual – DIRECTOR 12/2016 < 5%
TAYLOR III, PORTER ROSS Individual – PARTNER 12/2016 < 5%
ARTEMIS US CORPORATION Domestic Entity – OWNER 12/2016 > 75%
NIEBUHR, KRISTEN, ELIZABETH Individual – CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, AND DIRECTOR 08/2017 < 5%
PORTER, AUSTIN, THOMAS Individual – DIRECTOR 11/2023 < 5%

No. Employees, Historic

2010020202021202220232024202516 on 3/30/202016 on 4/6/202016 on 6/30/202018 on 3/31/202118 on 4/23/202118 on 7/20/202118 on 11/11/202119 on 3/31/202219 on 3/31/202219 on 9/23/202219 on 9/27/202219 on 11/2/202218 on 3/29/202318 on 7/20/202318 on 9/13/202318 on 1/19/202418 on 3/29/2024

RAUM, Historic

2B1B02020202120222023202420251246272139 on 3/30/20201246272139 on 4/6/20201246272139 on 6/30/20201538079570 on 3/31/20211538079570 on 4/23/20211538079570 on 7/20/20211538079570 on 11/11/20211796412922 on 3/31/20221796412922 on 3/31/20221796412922 on 9/23/20221796412922 on 9/27/20221796412922 on 11/2/20221359175185 on 3/29/20231359175185 on 7/20/20231359175185 on 9/13/20231359175185 on 1/19/20241571150448 on 3/29/2024

No. Clients, Historic

2,0001,0000202020212022202320242025926 on 3/30/2020926 on 4/6/2020926 on 6/30/20201052 on 3/31/20211052 on 4/23/20211052 on 7/20/20211052 on 11/11/20211112 on 3/31/20221112 on 3/31/20221112 on 9/23/20221112 on 9/27/20221112 on 11/2/2022467 on 3/29/2023467 on 7/20/2023467 on 9/13/2023467 on 1/19/2024362 on 3/29/2024

Holdings

From latest 13F, filed July 17th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBOTT LABS COM 469K 5K –
ABBVIE INC COM 5M 30K –
ACCENTURE PLC IRELAND SHS CLASS A 260K 858 –
ADVANCED MICRO DEVICES INC COM 685K 4K –
AEHR TEST SYS COM 131K 12K –
AEROVIRONMENT INC COM 513K 3K –
ALARUM TECHNOLOGIES LTD SPONSORD ADS NEW 246K 6K –
ALPHABET INC CAP STK CL C 9M 50K –
ALPHABET INC CAP STK CL A 57M 311K –
AMAZON COM INC COM 38M 199K –
AMERICAN ELEC PWR CO INC COM 954K 11K –
AMPLIFY ENERGY CORP NEW COM 346K 51K –
ANALOG DEVICES INC COM 4M 19K –
APPLE INC COM 78M 368K –
APPLIED DIGITAL CORP COM NEW 60K 10K –
APPLIED MATLS INC COM 5M 20K –
ARDAGH METAL PACKAGING S A SHS 3M 854K –
ARRAY TECHNOLOGIES INC COM SHS 168K 16K –
ASCENDIS PHARMA A/S SPONSORED ADR 35M 253K –
ASML HOLDING N V N Y REGISTRY SHS 2M 2K –
ASPEN AEROGELS INC COM 608K 25K –
BARK INC COM 205K 113K –
BEYOND INC COM 600K 46K –
BIOHAVEN LTD COM 33M 941K –
BLACKROCK INC COM 7M 9K –
BLACKSTONE INC COM 12M 93K –
BP PLC SPONSORED ADR 624K 17K –
BRISTOL-MYERS SQUIBB CO COM 895K 22K –
BROADCOM INC COM 33M 20K –
BURFORD CAP LTD ORD SHS 261K 20K –
CALUMET SPECIALTY PRODS PART UT LTD PARTNER 506K 32K –
CANADIAN NATL RY CO COM 2M 16K –
CANTALOUPE INC COM 330K 50K –
CAREDX INC COM 1M 81K –
CHARTER COMMUNICATIONS INC N CL A 675K 2K –
CHEVRON CORP NEW COM 11M 72K –
CHILDRENS PL INC NEW COM 247K 30K –
CLEVELAND-CLIFFS INC NEW COM 24M 2M –
CLOUDFLARE INC CL A COM 1M 16K –
COGENT COMMUNICATIONS HLDGS COM NEW 621K 11K –
COLGATE PALMOLIVE CO COM 2M 19K –
COMCAST CORP NEW CL A 5M 139K –
COMMERCIAL METALS CO COM 18M 327K –
CONSOLIDATED EDISON INC COM 232K 3K –
CRANE NXT CO COM 242K 4K –
CRH PLC ORD 27M 354K –
CROWN CASTLE INC COM 4M 40K –
DEVON ENERGY CORP NEW COM 3M 60K –
EATON CORP PLC SHS 12M 39K –
ECHOSTAR CORP CL A 301K 17K –
ENOVIX CORPORATION COM 226K 15K –
ENTERPRISE PRODS PARTNERS L COM 3M 113K –
EQUINIX INC COM 227K 300 –
EVOLV TECHNOLOGIES HLDNGS IN COM CL A 69K 27K –
EXXON MOBIL CORP COM 26M 227K –
EZCORP INC CL A NON VTG 177K 17K –
FERROGLOBE PLC SHS 370K 69K –
FREEPORT-MCMORAN INC CL B 46M 937K –
FTC SOLAR INC COM 114K 322K –
GALLAGHER ARTHUR J & CO COM 22M 83K –
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 14M 183K –
GE VERNOVA INC COM 24M 137K –
GENERAL DYNAMICS CORP COM 2M 8K –
GENERAL MTRS CO COM 16M 338K –
GILDAN ACTIVEWEAR INC COM 5M 141K –
GLOBAL X FDS US INFR DEV ETF 2M 47K –
GOLAR LNG LTD SHS 470K 15K –
GREAT LAKES DREDGE & DOCK CO COM 107K 12K –
HEWLETT PACKARD ENTERPRISE C COM 6M 273K –
HUDBAY MINERALS INC COM 148K 16K –
HUMACYTE INC COM 559K 116K –
INFUSYSTEM HLDGS INC COM 229K 34K –
INNOVATE CORP COM 1M 2M –
INTERNATIONAL BUSINESS MACHS COM 384K 2K –
INUVO INC COM NEW 3K 10K –
INVESCO DB MULTI-SECTOR COMM AGRICULTURE FD 699K 29K –
IRIDEX CORP COM 245K 114K –
ISHARES INC GLB ENR PROD ETF 4M 148K –
ISHARES TR COHEN STEER REIT 301K 5K –
ISHARES TR CORE DIV GRWTH 666K 12K –
ISHARES TR CORE MSCI TOTAL 338K 5K –
ISHARES TR CORE S&P MCP ETF 410K 7K –
ISHARES TR CORE S&P SCP ETF 288K 3K –
ISHARES TR CORE S&P TTL STK 634K 5K –
ISHARES TR CORE S&P500 ETF 2M 4K –
ISHARES TR GL CLEAN ENE ETF 202K 15K –
ISHARES TR MSCI ACWI EX US 275K 5K –
ISHARES TR RUS MID CAP ETF 203K 3K –
ISHARES TR S&P 500 GRWT ETF 218K 2K –
ISHARES TR SELECT DIVID ETF 1M 9K –
ISHARES TR US AER DEF ETF 2M 19K –
JOHNSON & JOHNSON COM 8M 54K –
KRATOS DEFENSE & SEC SOLUTIO COM NEW 25M 1M –
L3HARRIS TECHNOLOGIES INC COM 16M 70K –
LAM RESEARCH CORP COM 52M 48K –
LIBERTY GLOBAL LTD COM CL A 261K 15K –
LIBERTY LATIN AMERICA LTD COM CL C 1M 110K –
LINCOLN EDL SVCS CORP COM 134K 11K –
MARATHON PETE CORP COM 21M 122K –
MARSH & MCLENNAN COS INC COM 517K 2K –
MARTIN MARIETTA MATLS INC COM 16M 30K –
MERCK & CO INC COM 15M 122K –
META PLATFORMS INC CL A 1M 2K –
METTLER TOLEDO INTERNATIONAL COM 224K 160 –
MICRON TECHNOLOGY INC COM 49M 376K –
MONDELEZ INTL INC CL A 1M 17K –
MOTOROLA SOLUTIONS INC COM NEW 362K 938 –
MP MATERIALS CORP COM CL A 15M 1M –
NEWPARK RES INC COM PAR $.01NEW 250K 30K –
NEXTERA ENERGY INC COM 274K 4K –
NORFOLK SOUTHN CORP COM 395K 2K –
NORTHROP GRUMMAN CORP COM 9M 21K –
NUCOR CORP COM 1M 8K –
NVIDIA CORPORATION COM 43M 350K –
OCCIDENTAL PETE CORP COM 7M 105K –
OLIN CORP COM PAR $1 8M 176K –
PEPSICO INC COM 3M 17K –
PERMA-FIX ENVIRONMENTAL SVCS COM NEW 1M 144K –
PHILLIPS 66 COM 436K 3K –
PLANET LABS PBC COM CL A 164K 88K –
QUANTA SVCS INC COM 1M 5K –
REGENERON PHARMACEUTICALS COM 12M 12K –
RICHARDSON ELECTRS LTD COM 567K 48K –
RTX CORPORATION COM 23M 233K –
SELECT SECTOR SPDR TR COMMUNICATION 926K 11K –
SELECT SECTOR SPDR TR ENERGY 657K 7K –
SELECT SECTOR SPDR TR FINANCIAL 2M 37K –
SELECT SECTOR SPDR TR INDL 1M 10K –
SELECT SECTOR SPDR TR SBI CONS DISCR 1M 8K –
SELECT SECTOR SPDR TR SBI CONS STPLS 819K 11K –
SELECT SECTOR SPDR TR SBI HEALTHCARE 2M 13K –
SELECT SECTOR SPDR TR SBI INT-UTILS 300K 4K –
SELECT SECTOR SPDR TR SBI MATERIALS 336K 4K –
SELECT SECTOR SPDR TR TECHNOLOGY 9M 41K –
SINCLAIR INC CL A 309K 23K –
SOFI TECHNOLOGIES INC COM 379K 57K –
SPDR GOLD TR GOLD SHS 1M 5K –
SPDR INDEX SHS FDS MSCI ACWI EXUS 243K 9K –
SPDR S&P 500 ETF TR TR UNIT 23M 43K –
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 1M 2K –
SPDR SER TR S&P METALS MNG 5M 82K –
SPDR SER TR S&P OILGAS EXP 3M 19K –
SPDR SER TR PORTFOLIO S&P600 1M 25K –
SPIRE GLOBAL INC COM CL A NEW 806K 74K –
STAGWELL INC COM CL A 535K 78K –
STEEL DYNAMICS INC COM 9M 73K –
SUPER GROUP SGHC LIMITED ORD SHS 178K 55K –
TARGA RES CORP COM 8M 65K –
TECHPRECISION CORP COM NEW 1M 298K –
TELESAT CORP CL A & CL B SHS 142K 16K –
TERAWULF INC COM 45K 10K –
TETRA TECHNOLOGIES INC DEL COM 104K 30K –
THERMO FISHER SCIENTIFIC INC COM 2M 3K –
T-MOBILE US INC COM 1M 6K –
TPI COMPOSITES INC COM 140K 35K –
UNION PAC CORP COM 862K 4K –
UNITI GROUP INC COM 207K 71K –
UNIVERSAL DISPLAY CORP COM 606K 3K –
VANECK ETF TRUST SEMICONDUCTR ETF 5M 21K –
VANGUARD INDEX FDS EXTEND MKT ETF 502K 3K –
VIRTRA INC COM PAR 256K 33K –
VISA INC COM CL A 549K 2K –
XCEL ENERGY INC COM 2M 35K –