Ares Management
advisor23 known aliases resolved via the canonical alias map
Market position · 2024
Plans served15+4 YoYRank #1094 of mapped providers
Assets under administration$81.1B0.1%Market share · rank #181
Fees received$11MMedian $18,495/planSum across Schedule C direct + indirect
Net wins YoY+56 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Ares Management plan look like?
Service mix · median fees per plan
Count of plans where Ares Management ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid directly by planCode 28 | 10 | $18,452 | |
Investment management fees paid indirectly by planCode 52 | 2 | $3,816,486 | |
Trustee (bank, trust company, or similar financial institution); Investment managementCode 21 | 1 | $15,347 | |
Investment advisory (participants); Investment advisory (plan)Code 26 | 1 | $18,277 | |
Investment management fees paid directly by planCode 51 | 1 | $23,838 |
Competitor overlap
Percent of Ares Management's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Ares Management.
| Sponsor | From | Assets |
|---|---|---|
NOKIA OF AMERICA CORPORATIONNJ · 223408857-003 | UNITED ACTUARIAL SERVICES | $9.8B |
CLEVELAND-CLIFFS STEEL LLCIL · 710871875-009 | John Hancock | $2.0B |
JOINT BOARD OF TRUSTEES OPERATING ENGINEERS LOCAL 324MI · 381900637-001 | Prudential Real Estate Investors | $1.8B |
LOCAL UNION NO 212 IBEW PENSIONOH · 316127280-001 | PNC/AFL-CIO | $288M |
BOARD OF TRUSTEES OF THE ROCKFORD PIPE TRADES INDUSTRY PENSION FUNDIL · 376123990-001 | National Investment Services | $221M |
BOARD OF TRUSTEES-PLUMBERS LOCAL 452 PENSION TRUST FUNDKY · 616037176-001 | Ledbetter & Parisi LLC | $77M |
Plans lost in 2024
Appeared last year under Ares Management; not this year.
| Sponsor | To | Assets |
|---|---|---|
GREATER KANSAS CITY LABORERS PENSION PLANKS · 436141953-001 | Wilson McShane Corporation | $334M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEESWA · 916145047-001 | $56.4B | 639,222 | $8M | 5y | - |
NOKIA OF AMERICA CORPORATIONNJ · 223408857-003 | $9.8B | 24,880 | $164,160 | 1y | - |
AETNA INC.CT · 232229683-003 | $5.2B | 49,504 | $18,409 | 10y | - |
BOARD OF TRUSTEESNY · 131764242-001 | $2.6B | 56,488 | $0 | 3y | - |
CLEVELAND-CLIFFS STEEL LLCIL · 710871875-009 | $2.0B | 10,492 | $118,845 | 1y | - |
JOINT BOARD OF TRUSTEES OPERATING ENGINEERS LOCAL 324MI · 381900637-001 | $1.9B | 21,246 | $2M | 3y | - |
CONSOLIDATED ELECTRICAL DISTRIBUTORS, INC.TX · 770559191-001 | $1.2B | 3,192 | $18,495 | 3y | - |
UNITED FOOD AND COMMERCIAL WORKERS EMPLOYERS PENSION PLANWI · 396069053-001 | $475M | 14,962 | $73,505 | 3y | - |
ATLANTA PLUMBERS & STEAMFITTERS PENSION FUNDFL · 581233396-001 | $452M | 5,052 | $143,182 | 5y | - |
PLUMBERS, PIPEFITTERS & MECHANICAL EQUIPMENT SERVICE LOCAL UNION 392OH · 310655223-001 | $381M | 3,568 | $23,838 | 3y | - |
Flag exposure
100.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (23)
Raw Schedule C names collapsed into Ares Management.
- ALLEGIANT INVESTMENT COUNSELORS
- ALLEGIANT REAL ESTATE CAPITAL LP
- ALLEGIS GLOBAL SOLUTIONS
- ALLEGIS INVESTMENT ADVISORS
- ALLEGIS INVESTMENT SERVICES
- ALLEGIS INVESTMENT SERVICES LLC
- ALLEGIS INVESTMENT SVCS, LLC
- ALLEGIS VALUE TRUST REIT
- ALLEGIS WEALTH ADVISORS
- ALLEGIS/ADAMS WEALTH ADVISORS
- ARES
- ARES COMMERCIAL REAL ESTATE MANAGEM
- ARES COMMERCIAL REAL ESTATE MGMT
- ARES INVESTMENT MANAGEMENT
- ARES MANAGEMENT
- ARES MANAGEMENT LIMITED
- ARES MANAGEMENT LLC
- ARES MANAGEMENT UK LIMITED
- ARES MANAGEMENT, LLC
- ARES PATHFINDER
- ARES REAL ESTATE INCOME FD LP
- ARES REAL ESTATE MGMT LLC
- ARES REAL ESTATE SECURED INCOME FUN
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Ares Management's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 6.67% | 1.71% | +4.95 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Ares Management. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Ares Management's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Johnson & Krol LLC | 2 | 13.3% |
| Arnall Golden Gregory LLC | 1 | 6.7% |
| Asher Kelly | 1 | 6.7% |
| Barnes, Iaccarino & Sheperd LLP | 1 | 6.7% |
| Day Pitney LLP | 1 | 6.7% |
| Ellenoff Grossman & Schole LLP | 1 | 6.7% |
| Groom Law Group, Chartered | 1 | 6.7% |
| Holland & Knight LLP | 1 | 6.7% |
| Jacob, Burns, Orlove & Hernandez | 1 | 6.7% |
| Ledbetter & Parisi LLC | 1 | 6.7% |