firm profile
Arax Advisory Partners
Overview
Arax Advisory Partners is an SEC registered investment adviser based in New York, NY, registered since 2005. It reports $26.5B in assets under management across 39,138 accounts, with 361 employees. It has 204 investment adviser representatives.
- Reported AUM
- $26.5B
- Discretionary
- 90%
- Accounts
- 39,138
- Average account
- $678K
- Employees
- 361
- Advisory reps
- 204
- Registered since
- 2005
- Jurisdictions
- 52
As reported in the firm's August 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges, Other Fees, Percentage of Assets and Performance-Based Fees. Sponsors a wrap fee program.
Executive officers 3 of 9
- David Michael King Managing Partner CRD 2446459
- Gerald Haig Ariyan Chairman CRD 2326282
- James Patrick Fortescue Managing Partner CRD 2664841
6 more executive officers, with direct contact details
Advisory reps 3 of 204
- Chase William Abshier Insurance Agent · Investment Adviser Rep CRD 6923913
- Ransom Howard Adams Insurance Agent · Investment Adviser Rep CRD 5333151
- William Edgar Allen Investment Adviser Rep CRD 5229676
201 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 10 E 53rd St Fl 14
New York, NY 10022 - County
- New York
- Metro area
- New York-Newark-Jersey City, NY-NJ-PA
- Region
- Northeast
Registrations
- SEC registered
- Registered in 52 jurisdictions
- Website: transcendcapital.com
Every state, with registration dates
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