Ariston Services Group
Ariston Services Group, LLC is an independent, privately-owned fee-only investment management and advisory firm headquartered in San Diego, California. Founded in 2008, it is registered with the U.S. Securities and Exchange Commission. The firm provides financial planning, consulting, and investment management services to individuals (including high net worth), pension plans, trusts, estates, charitable organizations, and business entities, as well as advisory services to Ivanhoe Partners Fund, LP. As of July 2024, the firm employs approximately 5 professionals and is led by Peter E. Shenas.
Investment Strategy
Ariston Services Group delivers comprehensive financial planning, investment management, and consulting, primarily for individuals (including high net worth) and select entities. The firm provides discretionary and non-discretionary management and is a fee-only advisor, not selling securities for commissions. They recommend asset management strategies driven by clients’ individual goals and risk profiles, and may allocate to proprietary funds such as Ivanhoe Partners Fund, LP. They work with various financial institutions and prioritize long-term, client-centric investment solutions.
Top Holdings
Equity Positions (70)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VIG | VANGUARD SPECIALIZED FUNDS | 16.35% | $23.0M | 112,352 | $170.40 | $204.67 | +$1.2M |
V VYM | VANGUARD WHITEHALL FDS | 14.11% | $19.9M | 148,902 | $112.17 | $133.31 | +$677.5K |
T TSLA | TESLA INC | 9.42% | $13.3M | 41,725 | $315.91 | $317.66 | +$12.9M |
V VWO | VANGUARD INTL EQUITY INDEX F | 6.58% | $9.3M | 187,052 | $41.10 | $49.46 | +$785.6K |
I IAU | ISHARES GOLD TR | 5.60% | $7.9M | 126,379 | $39.06 | $62.36 | -$1.6M |