AURORA INVESTMENT MANAGERS, LLC

RIASEC RegisteredEst. 2008

Total AUM

$359M

Discretionary

$326M

91% of AUM

Avg account

$783K

Accounts

458

Employees

Advisory reps

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

FINTRX

Overview

Aurora Investment Managers, LLC is an SEC-registered advisory firm that focuses on discretionary portfolio management for individuals, families and institutional clients. The firm charges fees as a percentage of assets under management and concentrates its investment activity on publicly traded equities and exchange-traded instruments, with a clear preference for equity exposure. Aurora is not positioned as an ESG-focused allocator and is not registered as a multi-state adviser. Investment approach appears to be a core equity orientation supplemented by traded funds and selective income instruments. Portfolios combine separately managed account strategies and pooled vehicles, and the firm uses external managers when allocating to alternatives such as hedge funds and real estate.