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Arax Advisory Partners, LLC
Haig Ariyan · Investment Advisor · Multi-Strategy
Arax Advisory Partners, LLC is an independent Registered Investment Advisor (RIA) headquartered in Denver, Colorado. Established in 2022 as part of the Arax Investment Partners platform and backed by the private equity firm RedBird Capital Partners, the institution specializes in providing customized investment platforms and sophisticated wealth planning for high-net-worth families, individuals, and businesses. The firm operates as a strategic aggregator, acquiring and integrating established advisor teams into its network to provide them with institutional-grade resources, infrastructure, and scale while preserving their entrepreneurial culture. Arax emphasizes a holistic approach that combines comprehensive asset management with specialized financial planning, tax, and estate services.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +47.5% |
| YTD return | +36.8% |
| Sharpe ratio | 3.59 |
| Win rate | 56% |
| AUM | $3.0B |
| Inception | Oct 1, 2025 |
| Updated | Oct 12, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $3.0B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.araxadvisorypartners.com |
Current Holdings
Updated on Oct 12, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 16.1% | +24.1% |
| NVDA | NVIDIA Corporation | 12.5% | +16.3% |
| MSFT | Microsoft Corporation | 9.4% | +24.0% |
| GOOGL | Alphabet Inc Class A | 8.8% | +20.9% |
| AMZN | Amazon.com Inc | 6.2% | +12.3% |
| FIX | Comfort Systems USA Inc | 5.8% | -0.9% |
| HPK | Highpeak Energy Acquisition Corp | 4.3% | +30.6% |
| MRK | Merck & Company Inc | 3.5% | +34.1% |
| AVGO | Broadcom Inc | 3.4% | +1.2% |
| META | Meta Platforms Inc. | 3.3% | +14.1% |
| JPM | JPMorgan Chase & Co | 3.2% | +4.1% |
| EPD | Enterprise Products Partners LP | 3.2% | -7.5% |
| JNJ | Johnson & Johnson | 3.1% | +9.4% |
| MU | Micron Technology Inc | 2.8% | +65.2% |
| XOM | Exxon Mobil Corp | 2.8% | +7.5% |
| BAC | Bank of America Corp | 2.6% | -14.9% |
| CVX | Chevron Corp | 2.4% | +7.5% |
| BRK-A | Berkshire Hathaway Inc | 2.3% | +2.9% |
| PLTR | Palantir Technologies Inc. | 2.2% | +10.2% |
| V | Visa Inc. Class A | 2.1% | 0.0% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Oct 12, 2026 | SELL | JNJ | 3.3% → 3.1% |
| Oct 12, 2026 | SELL | LLY | 2.1% → 0.0% |
| Oct 12, 2026 | SELL | AMZN | 6.1% → 6.2% |
| Oct 12, 2026 | SELL | CVX | 2.4% → 2.4% |
| Oct 12, 2026 | BUY | NVDA | 12.5% → 12.5% |
Investment Style Analysis
Arax Advisory Partners, LLC is widely recognized for employing a Multi-Strategy strategy. As of Oct 12, 2026, the firm oversees approximately $3.0B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Consumer Electronics sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Oct 12, Arax Advisory Partners, LLC made a significant move by reducing the position in JNJ. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Arax Advisory Partners follows a client-centric investment philosophy that integrates sophisticated wealth planning with personalized asset management. As a fiduciary, the firm prioritizes long-term relationships built on integrity and transparency, focusing on the multi-generational needs of high-net-worth clients. Their strategy leverages the scale and resources of a national platform, including access to differentiated alternative investments and institutional-grade technology, while empowering advisors to maintain an independent and entrepreneurial approach. By providing robust operational support and specialized expertise in tax and estate planning, Arax enables its partners to deliver high-touch, tailored solutions designed to achieve each client's unique financial objectives.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Arax Advisory Partners, LLC.
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Frequently asked questions
How is the simulated portfolio for Arax Advisory Partners, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Arax Advisory Partners, LLC's largest holding?
As of the latest filing, Arax Advisory Partners, LLC's top position is Apple Inc (AAPL), representing 16.1% of the portfolio. This reflects a high-conviction bet by the institution.
What is Arax Advisory Partners, LLC's historical performance and risk profile?
Our simulation indicates a total return of +47.5% with a win rate of 56%. Notably, the portfolio maintains a Sharpe Ratio of 3.59, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Arax Advisory Partners, LLC primarily invest in?
Arax Advisory Partners, LLC has a strong preference for the Semiconductors sector, which makes up 18.8% of their disclosed assets. The portfolio also has exposure to Consumer Electronics, indicating a specific thematic focus.
Is Arax Advisory Partners, LLC's portfolio concentrated or diversified?
Arax Advisory Partners, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 38.1% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Arax Advisory Partners, LLC performed in 2026?
Our AI-simulated model portfolio for Arax Advisory Partners, LLC tracks a Year-to-Date (YTD) return of +36.8%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Haig Ariyan manage Arax Advisory Partners, LLC directly?
Yes, Haig Ariyan serves as the key portfolio manager for Arax Advisory Partners, LLC, overseeing the investment strategy and final capital allocation decisions.