ARETE RESEARCH LLC
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 128496
- Registered since
- April 29, 2004
- Website
- www.arete.net
Firm profile
FINTRXOverview
Arete Research LLC is organized as a limited liability company and is listed in FINTRX as an SEC-registered adviser since 2004. Ownership is identified as a combination of a foreign entity and an individual. The dataset does not assign a specific investment classification to the firm; FINTRX records the firm as "unclassified." The profile indicates a narrow regulatory and service footprint: Arete Research is not flagged as a capital allocator, is not identified as an active ESG investor, and is not marked as a multi-state adviser. It also does not appear as a newly formed adviser, a pension consultant, or a related adviser according to the FINTRX fields provided.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 11CHRISTOPHER O'CONNOR
SalesCRD 6074680
Allison Kraver
Supervisory AnalystCRD 2672990
FRANCIS MERRILL
SalesCRD 4734216
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 1309 Walmsley Ave
- Time zone
- CT (UTC-6)
- Office locations
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