# Arete Asset Management, LLC

> Arete Asset Management, LLC is a state-registered investment advisory firm, registered since 2008, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 146562
- Filed as: ARETE ASSET MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Maryland
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/146562
- AdvisorCensus page: https://advisorcensus.com/firm/arete-asset-management-llc-146562

## Quick answers

**How is Arete Asset Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Arete Asset Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Arete Asset Management, LLC registered with the SEC or a state?**
Arete Asset Management, LLC is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 146562.

**How much does Arete Asset Management, LLC manage?**
Arete Asset Management, LLC reports $3,771,341 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**What types of clients does Arete Asset Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4).

**Does Arete Asset Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/146562

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $3,771,341
- Discretionary: $3,771,341
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $3,771,341 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2008 (18 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- areteam.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Arete Asset Management, LLC (CRD 146562): Form ADV filing data as of October 2026.