ARETE ADVISORS

ARETE ADVISORS of HOUSTON, TX is an SEC-registered investment adviser (CRD 299636). Regulatory assets under management: $53.5M.

Registration

• CRD: 299636
• Type: Registered investment adviser
• Location: 1800 BERING DR., HOUSTON, TX, 77057
• Phone: 832-910-8437
• Latest filing: 2026-08-06
• Regulatory AUM: $53.5M
• Discretionary AUM: $50.0M
• Non-discretionary AUM: $3.5M
• Clients: 1
• Accounts: 167

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 299636 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search