ARETE ASSET MANAGEMENT, LLC

ARETE ASSET MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 146562). Regulatory assets under management: $3.8M.

Registration

• CRD: 146562
• Type: Registered investment adviser
• Phone: 410-241-1092
• Latest filing: 2026-03-23
• Regulatory AUM: $3.8M
• Discretionary AUM: $3.8M
• Clients: 1
• Accounts: 6

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 146562 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search