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Aqri Invest, LLC (Manlius)


Aqri Invest, LLC is a pension cosultant based in Manlius. It manages $12.8 million of regulatory assets for 650 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Minnesota, New York, Pennsylvania, and Vermont.

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Aqri Invest provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Aqri Invest: assets under management

The assets under management (AUM) of Aqri Invest, LLC is $12.8 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $12.8 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $19.69 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Aqri Invest, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Robert John Ryan Shareholder 1 Sep 1991 50% - 75% 4363043
Dairylea Cooperative Inc. Member 1 Mar 1999 75% - 100% 06-1249059
Craig Allen Buckhout Shareholder 1 Jan 2001 50% - 75% 4363051

Based in Manlius

The principal office where Aqri Invest, LLC performs its advisory services is located at 4500 Pewter Lane, Bldg. 1, Manlius, NY 13104, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 315-682-3924 or by fax 315-682-5610. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at disciplinedcapital.com/agri.html.


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