# American Retirement & Investment Strategies

American Retirement & Investment Strategies is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 139482
- **SEC file number:** 801-66357
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/139482

## About

AMERICAN RETIREMENT & INVESTMENT STRATEGIES, LLC is an SEC-registered investment adviser with $103 million in regulatory assets under management. The firm manages $77 million on a discretionary basis. It has 2 employees and 2 investment advisers.

## Sectors

- Real Estate
- Private Credit
- Healthcare Services
- Energy Transition & Renewables

## Questions

### What type of investments does ARIS structure for retirement accounts?

ARIS concentrates on income-producing private placements in real estate and infrastructure. Identified sectors include workforce multifamily housing, skilled nursing and assisted living facilities, medical office buildings, and natural gas compression assets. The common thread is predictable cash flow and depreciation schedules that are tax-efficient inside IRA and 401(k) wrappers.

### Does ARIS manage pooled funds or operate on a deal-by-deal basis?

Based on its registered investment adviser structure and the nature of self-directed retirement investing, ARIS operates on a deal-by-deal syndication model rather than managing commingled funds. Each investment is presented as a discrete private placement, and the retirement account holder makes the final allocation decision into each specific asset.

### What are the UBTI implications when investing through ARIS?

Unrelated business taxable income is a critical consideration for any IRA investing in operating businesses or leveraged real estate. ARIS structures its placements to mitigate or avoid UBTI exposure where possible, primarily by selecting assets that generate rental income rather than active business income, and by using corporate blockers when necessary on leveraged energy or credit investments.

### What custodian does ARIS work with for self-directed IRAs?

The firm does not appear to operate its own trust company. Like most firms in this niche, ARIS coordinates with third-party self-directed IRA custodians who hold title to the assets and handle reporting, while ARIS originates and structures the underlying investments. Specific custodial relationships have not been publicly disclosed.

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Last updated: 2026-06-03T20:00:00.000Z

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