ARETE CAPITAL MANAGEMENT

ARETE CAPITAL MANAGEMENT is an SEC-registered investment adviser (CRD 124559). Regulatory assets under management: $25.1M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 124559
• Type: Registered investment adviser
• Phone: 267 471-1068
• Latest filing: 2026-03-27
• Regulatory AUM: $25.1M
• Discretionary AUM: $23.4M
• Non-discretionary AUM: $1.7M
• Clients: 1
• Accounts: 136

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 124559 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search