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Arif Nizar Karim

Ensemble Capital Management, LLC

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About Arif Nizar Karim

Arif Karim is a financial advisor with Ensemble Capital Management, LLC. Arif has been in the industry since 1997. Arif is also a Chartered Financial Analyst. Arif is registered with the state of California and has a Series 7 and a Series 65 license. Arif's area of specializations include financial planning, portfolio management for individuals, portfolio management for investment companies, and portfolio management for businesses.

Firm Information

Arif Karim is currently registered with Ensemble Capital Management, LLC. Ensemble Capital Management, LLC is a San Francisco, CA based investment advisor with a focus on value investing. The firm manages approximately $1.7 billion in assets for a variety of clients, including high net worth individuals, corporations, and charitable organizations. They offer financial planning and portfolio management services.
Ensemble Capital Management, LLC

555 MISSION ST

SAN FRANCISCO, CA 94105

$1.66B

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Arif Karim’s Registration & Firm History

CA

05/12/2015 - Present

Ensemble Capital Management, LLC (SAN FRANCISCO CA)

CA

09/01/1998 - 07/05/2000

FLEETBOSTON ROBERTSON STEPHENS INC. (SAN FRANCISCO CA)

CA

11/28/1997 - 09/01/1998

BANCAMERICA ROBERTSON STEPHENS (SAN FRANCISCO CA)

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Licenses & Designations

IA

Issued 01/26/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/26/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Arif Nizar Karim.
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