ARETI CAPITAL ADVISORS, LLC

Overview

Areti Capital Advisors, LLC is a small, fee-based investment adviser organized as an LLC that serves both high-net-worth individuals and institutional clients. The firm functions as a capital allocator and focuses on portfolio management for businesses and institutions along with the selection of third-party advisers and managers. Its operating model leans toward advising and arranging outside managers rather than running large discretionary sleeves: public mutual funds constitute the dominant holding type, while allocations to private markets and real estate are used as complementary alternatives. The adviser is not marked as an active ESG investor and maintains an affiliation with a broker-dealer.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices