Sell Ares Management (ARES) stock to fund a goal
Calculator · free · no signup · ARESNeed cash for a goal? Plan the minimum-tax schedule to sell your vested Ares Management (ARES) shares and net a target amount by a target date, across tax years.
Beta · invite-only · AlphaLatitude Inc. · Free Tools
Inputs
Your equity
One stack per ticker (current-employer RSUs, prior-employer holdings, index fund, etc.). Each stack has its own current price, growth assumption, and cost-basis lots.
Drives chance-of-shortfall · default 30%
Lots
Plan
Estimates only. Not financial advice.
Lock-in-now is deterministic (0%). Plans that wait depend on future prices; risk is near-zero when inventory comfortably exceeds the goal. Volatility: each stack's option-implied vol if a ticker is set, otherwise 30%. Lognormal model; real markets have fatter tails.
| Tax | $109,617 | $111,667 | $111,859 | $118,744 |
| Wealth @ target | $718,846 | $716,668 | $714,158 | $711,725 |
| Chance of shortfall | <0.1% | 0% | 1.8% | 3.4% |
Feasible
$400,074 net by 08/01/27
Total tax: $109,617 (federal $58,832, state $36,054, NIIT $14,732)
Schedule · Recommended
| Sale date | Shares | Tax | Net | Cumulative |
|---|---|---|---|---|
| 08/20/26 | 4,086 | $351,185 | $360,065 | |
| 03/31/27 | 4 | $360 | $360,428 | |
| 04/30/27 | 32 | $2,894 | $363,341 | |
| 05/31/27 | 100 | $9,099 | $372,482 | |
| 06/30/27 | 100 | $9,152 | $381,655 | |
| 07/31/27 | 100 | $9,208 | $390,864 | |
| 08/01/27 | 100 | $9,210 | $400,074 |
Risk vs wealth
Each dot is a possible plan. Right is riskier, up is more wealth left over.
Trajectory of cash netted
Solid line = expected. Shaded band = 10th–90th percentile under price uncertainty.
After the plan
You keep 3,478 shares worth $411,546 at the projected target-date price, invested for the next decision.
You solved for a cash target. The beta optimizes your full portfolio across multiple goals and market scenarios, not just one funding need.
Request beta access →Related calculators: RSU Lot Order Calculator · Stock Concentration Calculator · RSU Sell-vs-Hold Calculator
About Ares Management
Ares Management (ARES) is a public Fintech company, incorporated in Delaware and headquartered in Los Angeles, CA.
Last close: $140.31 per share (as of 2026-08-18).
Equity grants at Ares Management typically include restricted stock units (RSUs).
Ares Management Corporation is a global alternative investment manager operating in the credit, private equity and real estate markets. The company was founded in 1997, with additional offices across North America, Europe, and Asia.
Source: Wikipedia (CC BY-SA 4.0)
Founded in 1997 by a group including Antony Ressler, the firm concentrates on credit, private equity, and real assets, with direct lending to mid-sized companies as the anchor business. Direct lending grew as banks retreated from leveraged loans after the financial crisis, and the firm underwrites and holds those loans in funds rather than distributing them. Management fees on long-dated committed capital produce revenue that is insensitive to any single year's markets. Credit quality across the loan book is the risk that matters. Headquarters are in Los Angeles.
Sources: sec.gov · en.wikipedia.org
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Ares Management.
If you hold vested Ares Management (ARES) shares and need a set amount of cash by a date (a house down payment, tuition, a sabbatical, a business buy-in), the question is which lots to sell and in which tax years to keep the most after tax. This calculator builds the minimum-tax sell schedule across your lots, accounting for federal long-term capital gains, the net investment income tax, and your state.
Example: a 5,000-share ARES position at $140.31 is worth $701,550. Say you need $150,000 of it for a house down payment by next spring. Selling enough shares all in one tax year can push the gain into the higher long-term capital-gains bracket and trigger the 3.8% net investment income tax; spreading the sale across two tax years often nets more. The calculator above finds the minimum-tax sell schedule across your specific lots, basis, goal, and date.
All Ares Management tools → · Use the generic Stock Sale Funding Calculator for any company.
Ares Management equity questions
- How much ARES stock do I sell to fund a goal without overpaying tax?
- It depends on your cost basis, your target amount and date, and how the sale spreads across tax years. Selling vested ARES shares triggers long-term capital-gains tax, plus the 3.8% net investment income tax and state tax above certain income, and bunching a large sale into one year can push the gain into a higher bracket. The calculator above builds the minimum-tax sell schedule across your lots to net your target amount by your date.
- Does Ares Management grant ISOs, NSOs, or RSUs?
- Equity compensation at Ares Management typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
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