A
AURE Investments
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,000,000
This total excludes 4 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
6
100% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
6
LowAverage account size
$166,667
About
AURE Investments provides discretionary investment management and retirement-plan advisory services for a mix of high-net-worth individuals, institutional accounts, and plan sponsors. Its client base, as described in the brochure, includes foundations and endowments, insurance and healthcare organizations, corporations, and 401(k) plans, and the firm manages equity, fixed-income, blended strategies as well as private equity and collective-fund vehicles.
Investment decisions are centralized with the firm’s portfolio manager and rely on a combination of quantitative screening tools and qualitative analysis, using global equity and fixed-income exposures and benchmarks to guide portfolio construction. The firm also employs tax-loss harvesting in taxable accounts, may make direct private investments alongside partners with client consent, and uses structured and exchange-traded notes in certain strategies.
Compared with many independent advisory firms, AURE’s client mix notably includes charitable organizations and corporate/business clients while not emphasizing mass-market individual (non-HNW) retail accounts. The firm also serves as adviser to collective funds for retirement plans and offers hands-on fiduciary and participant education services for 401(k) sponsors, and it discloses an affiliation with a parent company that may be used for private investment offerings.
Client services
Financial planning
Portfolio management
Expertise
Tax-loss harvesting
Fee options
$0 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.125% $5,000,001+: 1.00%
Account minimum: $1,000,000 (typical target for HNW and Institutional, $500,000 for 401(k) plans, smaller accounts accepted at discretion) Fee-only: Annual asset-based fees as tiered above for HNW and Institutional management; 401(k) fees tiered as: up to $2 million 0.75%, $2M-$10M 0.60%, $10M-$25M 0.50%, over $25M 0.35%
Main office location
AURE Investments
5600 Mariner St Unit 227
Tampa FL 33609, United States
Number of offices
1
Most active in
AURE Investments 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 not active or affiliated with:
-
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.
-
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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