Arete Asset Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,771,341
Clients
4
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
4
Very LowAverage account size
$942,835
About
Areté Asset Management is an independent registered investment adviser that manages discretionary separate accounts for individual clients. The firm currently manages $3,771,341 across four individual clients and offers a single asset-allocation service limited to publicly traded U.S. securities.
Its investment approach centers on the All‑Terrain Asset Allocation strategy, combining allocations to stocks, fixed income, cash, gold and other noncorrelated or negatively correlated assets and relying on quantitative, fundamental, macro, technical and behavioral analysis, including a proprietary discounted cash flow model. Portfolios are largely standardized across clients—Areté implements virtually identical holdings and position weights and generally only tailors allocations for client-specific constraints such as time horizon or reasonable investment restrictions.
The firm is a solo, owner-managed practice that recommends the Altruist custodial platform for custody and execution while retaining internal responsibility for research and proxy voting rather than outsourcing those functions. Areté enforces a detailed Code of Ethics with strict personal‑trading controls (advance approvals, same‑day execution, blackout periods and disgorgement for prohibited short‑term trades) and does not use performance-based fees or participate in wrap fee programs.
Client services
Portfolio management
Expertise
Passive / index investing
Active portfolio management
ESG / Sustainable investing
Fee options
$0 - $1,000,000: 1.00% annually $1,000,000 - $5,000,000: 0.75% annually $5,000,000+: 0.65% annually
Account minimum: $100,000
Main office location
Arete Asset Management, LLC
Bethlehem PA, United States
Number of offices
1
Most active in
Arete Asset Management, LLC has reported serving >5 clients in these states in the last 12 months.
Maryland
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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