Aurora Investment Managers, LLC
Firm details
- Headquarters
- Naples, Florida
- CRD number
- 146325
- Registered since
- February 11, 2008
- Website
- auroraim.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI76.47%
- Individuals13.88%
- Charitable Organizations4.18%
- Pension & Profit Sharing Plans3.11%
- Corporations / Businesses2.35%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Aurora Investment Managers, LLC is an independent registered investment adviser that has been SEC-registered since 2008. The firm is owned by an individual and manages portfolios for both high-net-worth individuals and families as well as institutional and business clients. Its core advisory work centers on discretionary portfolio management for individuals/small businesses and for businesses or institutions, and it charges clients on a percentage-of-AUM fee basis. Aurora reports a preference for equity investments and is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities89%
- Public Funds/Mutual Funds10%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Shakeel Dewji
Founder and Chief Investment OfficerCRD 4170483
Contacts
1 of 1
Ashley Smith
Partner, Portfolio ManagerCRD 6293514
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 8Active vs passive
$32M in ETFs
100%
$32M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| KRANESHARES CSI CHINA INTERNET ETF (KWEB) | KraneShares | Passive | China Region | $10.5M | 429,363 | 32.89% |
Location
Naples, FL
Collier
Location
Naples, FL
Headquartered in Naples, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.
- Metro area
- Cape Coral-Fort Myers-Naples, FL
- Region
- South
- County
- Collier
- Address
- 4850 Tamiami Trl N
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Teramo Advisors, LLC
RIANaples, FL
PL Capital Advisors, LLC
RIANaples, FL
Pento Portfolio Strategies, LLC
RIANaples, FL
Andrew Hill Investment Advisors, Inc.
RIANaples, FL
Buckeye-Pacific
RIANaples, FL
Riverglades Family Offices, LLC
RIANaples, FL