Areti Capital Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$64,446,949
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
71
32% 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
71
Very HighAverage account size
$907,704
About
Areti Capital Advisors, LLC provides discretionary and non‑discretionary investment management and advisory services to high net worth and ultra‑high net worth individuals, trusts, estates, charitable organizations, corporations, foreign investment consultants and institutional clients. The firm also offers co‑advisory arrangements and consulting on private equity fund and ETF setup, and may engage third‑party money managers on client mandates.
Areti structures accounts around mutually agreed written investment guidelines and asset‑allocation targets, using fundamental, quantitative and technical analysis while following modern portfolio theory; it generally favors long‑term trading but may engage in short‑term trading when appropriate. Portfolios are managed on a personalized basis with ongoing monitoring and annual reviews, and clients may impose restrictions that can affect portfolio composition and performance.
Noteworthy disclosures in the brochure include an ownership link to Solidus Securities S.A., a Panama‑registered broker‑dealer in which a firm member holds a 20% interest and may allocate up to 25% of his time—an affiliation the firm identifies as a potential conflict of interest. The firm’s client mix includes non‑U.S. and institutional clients, it may share fees with co‑advisors or solicitors (disclosing payment ranges of 25–80% of management fees), and it does not accept proxy‑voting authority or act as a qualified custodian.
Client services
Portfolio management
Selection of other advisers
Expertise
ESG / Sustainable investing
Fee options
0.50% to 1.5% of assets under management, negotiated depending on portfolio size and other factors
Main office location
Areti Capital Advisors, LLC
888 East Las Olas Blvd, Suite 301
Fort Lauderdale FL 33301, United States
Number of offices
3
Most active in
Areti Capital Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Florida
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 active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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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