# Orei Advisors LP

> Orei Advisors LP is an SEC-registered investment advisory firm in Austin, TX, registered since 2017, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 284241
- Filed as: OREI ADVISORS LP
- Also doing business as: OHANA, OHANA REAL ESTATE INVESTORS, OREI
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/284241
- AdvisorCensus page: https://advisorcensus.com/firm/orei-advisors-lp-austin-tx-284241

## Quick answers

**How is Orei Advisors LP compensated?**
On its Form ADV (Item 5.E, October 2026), Orei Advisors LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Orei Advisors LP located?**
Orei Advisors LP's principal office is in Austin, TX, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Orei Advisors LP registered with the SEC or a state?**
Orei Advisors LP is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 284241.

**How much does Orei Advisors LP manage?**
Orei Advisors LP reports $2,181,051,006 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (74% discretionary).

**How have Orei Advisors LP's assets and staff changed since 2021?**
In the Form ADV data for Orei Advisors LP: Regulatory assets under management: $729,659,955 in the October 2021 data and $2,181,051,006 in the October 2026 data, up 199%. Total employees: 20 in October 2021 and 41 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Orei Advisors LP serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (16).

**Does Orei Advisors LP report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/284241

**What changed in Orei Advisors LP's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 21 to 24. Regulatory assets under management went from $1,713,230,117 to $2,181,051,006 (+27%). Added an office in New York, NY. Registered or notice-filed in NY. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $2,181,051,006
- Discretionary: $1,617,717,673
- Non-discretionary: $563,333,333

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $286,276,563 |
| Pooled investment vehicles (other than investment companies and business development companies) | 16 | $1,331,441,110 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $463,333,333 |
| Insurance companies | Fewer than 5 | $100,000,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 41 total, 24 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- New York, NY
- Redwood City, CA

### Websites listed on Form ADV (Item 1.I)
- ohanare.com
- LinkedIn @ohana-real-estate-investors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $729,659,955 | 20 | March 30, 2021 |
| October 2022 | $762,618,550 | 23 | March 30, 2022 |
| October 2023 | $1,311,894,019 | 23 | March 30, 2023 |
| October 2024 | $1,306,620,441 | 27 | May 16, 2024 |
| October 2025 | $1,713,230,117 | 33 | March 31, 2025 |
| October 2026 | $2,181,051,006 | 41 | March 31, 2026 |

Regulatory assets under management: $729,659,955 in the October 2021 data and $2,181,051,006 in the October 2026 data, up 199%.
Total employees: 20 in October 2021 and 41 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 21 to 24.
- Regulatory assets under management went from $1,713,230,117 to $2,181,051,006 (+27%).
- Added an office in New York, NY.
- Registered or notice-filed in NY.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Orei Advisors LP (CRD 284241): Form ADV filing data as of October 2026.