Arete Capital Management

Overview

Arete Capital Management is a small, equity-focused advisory firm that manages portfolios for individuals and families and provides portfolio management for individuals and small businesses. The advisory approach is centered on exchange-traded equities as the core allocation, supplemented by mutual funds for select exposures and third-party alternative managers for real asset and commodity exposure. The firm operates on a percentage-of-AUM fee model and manages primarily discretionary mandates, suggesting a hands-on portfolio management approach for its clients. The adviser is not positioned as an ESG or pension consultant and is not structured as a multi-state adviser. Ownership is held at the individual level within a corporate framework. Given the firm’s modest scale and client base, investment decision-making appears focused on liquid, market-traded instruments with targeted use of external managers to access less liquid alternatives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices