Investment adviser · CRD 146255

ARISTON SERVICES GROUP, LLC

Investment adviser filing (IA)

SAN DIEGO, CA, United States · Form ADV filed Mar 19, 2026

Regulatory AUM
$527M
Form ADV · Item 5.F
Client accounts
220
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
3
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals29$374,513,57071.1%
Pooled investment vehicles1$138,493,61426.3%
Individuals40$13,968,9902.7%
Filing source

Form ADV 2077835 · Mar 19, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

IVANHOE PARTNERS FUND, LPOther Private Fund · Last reported Mar 19, 2026$138MGross asset value
Fund administrator TMF SAN DIEGO LLC CARLSBAD, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor WEAVER & TIDWELL LLP MANHATTAN BEACH, California, United States
Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No
Custodian CITY NATIONAL BANK LOS ANGELES, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

WEAVER & TIDWELL LLP
PCAOB 40

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Fund details & source
Fund ID
805-1688080616
Reported beneficial owners
9
Minimum commitment
$500K
Form D file number
021-1787334

Form ADV 2077835 · Mar 19, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 19, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Selection of other advisers

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

750 B STREET, SUITE 1940
SAN DIEGO, CA, 92101, United States

CRD 146255

Filing source

Form ADV 2077835 · Mar 19, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.