Mandate & appetite
- Preferred strategies
- Value-Add
- Target geographies
- US & Canada
- Typical ticket
- $2m–$10m
- AUM
- —
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
Arete Wealth Advisors is a Chicago-based independent financial advisory firm specializing in a range of services including wealth management and investment planning for high-net-worth individuals. The firm offers comprehensive strategies for retirement and maintains a presence in various states across the U.S.
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- Active mandates (strategy, asset class, geography, ticket, target IRR)
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From $599/mo · 20% off annual
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