Ar Asset Management Inc.
AR Asset Management Inc is an SEC-registered investment adviser headquartered in West Hollywood, California. Established in 1982, the firm manages portfolios for high net worth individuals, pooled investment vehicles, and charitable organizations, with over 40 years in the industry. As of September 2024, it has 4 employees, all serving as investment professionals, and provides discretionary asset management services to a predominantly U.S.-based clientele.
Investment Strategy
The firm manages diversified portfolios with a focus on U.S. equities, constructing strategies for high net worth individuals and pooled investment vehicles. Portfolio holdings, as disclosed in recent 13F filings, typically include established large-cap companies across sectors such as consumer goods, technology, and industrials. AR Asset Management emphasizes discretionary management, risk control, and customized asset allocation tailored to client objectives. Charitable organizations and select pension plans also benefit from their disciplined, fundamentals-based investment approach.
Top Holdings
Equity Positions (108)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC. | 11.48% | $51.7M | 251,803 | $16.00 | $205.17 | -$4.2M |
P PM | PHILIP MORRIS INTERNATIONAL-AL | 4.51% | $20.3M | 111,528 | $49.37 | $182.13 | +$2.6M |
J JPM | JPMORGAN CHASE & CO. | 3.85% | $17.3M | 59,825 | $47.09 | $289.91 | +$2.6M |
C CVX | CHEVRON CORP | 3.61% | $16.2M | 113,364 | $103.94 | $143.19 | -$2.7M |
I IRM | IRON MOUNTAIN INC. REIT | 2.98% | $13.4M | 130,600 | $31.99 | $102.57 | +$2.2M |