AURE Investments
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,000,000
Clients
6
Advisors
1
of 1 employees
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
Expertise
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
5600 Mariner St Unit 227
Tampa FL 33609
Advisors at this office
1
Most active in
Florida
Also doing business as
Aure Investments · Aure Investments LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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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.
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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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