Arete Asset Management, LLC

Overview

Arete Asset Management, LLC operates as a small, fee-based registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm’s client base is concentrated among individual and family investors, and it charges clients on a percentage-of-AUM basis. Investment activity tilts heavily toward equities; the firm reports a clear preference for exchange-traded securities and identifies as an active ESG investor, indicating that environmental, social and governance factors are incorporated into security selection and manager choice. Strategically, Arete appears to run a compact, client-centric practice rather than a broad institutional allocator. Its advisory remit emphasizes discretionary management, which suggests the firm implements model portfolios or bespoke allocations for a limited number of relationships. The firm’s investment stance blends a core equity exposure with targeted use of third-party alternative managers to broaden return drivers and risk diversification.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices