Arcis Capital Investment Advisors LLC (New York)

Arcis Capital Investment Advisors LLC is a mid-sized advisory firm based in New York. It manages $70.33 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of New York.

Arcis Capital Investment Advisors provides 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.

Arcis Capital Investment Advisors: assets under management

The assets under management (AUM) of Arcis Capital Investment Advisors LLC is $70.33 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and $70 million of the total AUM is attributable to clients outside of the United States.

The firm manages $70.33 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $35.16 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Arcis Capital Investment Advisors LLC 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.

What kind of clients Arcis Capital Investment Advisors serves?

The only and largest group of clients of Arcis Capital Investment Advisors is pooled investment vehicles with 2 clients and $70.33 million of assets under management. Among the 3 most similar advisory firms, Arcis Capital Investment Advisors has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $70.33 million for 2 clients. 50% of the firm’s clients are foreign persons or businesses.

Arcis Capital Investment Advisors also advises several private funds. Namely, one real estate fund and one private equity fund. The minimum investment commitment required of non-related persons ranges from $50,000 to $500,000.

Careers at Arcis Capital Investment Advisors LLC

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Afzal Mohammad Tarar	Managing member and chief compliance officer	1 Mar 2015	75% - 100%	6743852
Afzal Tarar	Partner and chief compliance officer	1 Mar 2015	75% - 100%	6743852

Based in New York

The principal office where Arcis Capital Investment Advisors LLC performs its advisory services is located at 54 West 40 Th Street, New York, NY 10018, 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 212-634-7173. The normal business hours are 9-5 on Monday - Friday.