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AURORA INVESTMENT MANAGERS, LLC
CRD 146325File 801-68844
APPROVED
Retail clients
Disclosure events
Filing as of Feb 19, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$358.7M
Below cohort median (national)
Discretionary AUM
$325.6M
Non-discretionary $33.1M
Clients
200
458 accounts
Employees
4
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Feb 11, 2008
- Principal office
- 4850 TAMIAMI TRAIL N, SUITE 301, NAPLES, FL, 34103
- Phone
- 617-390-8001
- Website
- https://auroraim.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $358.7M
- Discretionary AUM
- $325.6M
- Non-discretionary AUM
- $33.1M
- Discretionary accounts
- 440
- Non-discretionary accounts
- 18
- Total accounts
- 458
- AUM per client
- $1.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 4 | $8.4M |
| Charitable organizations | 5 | $15.0M |
| High net worth individuals | 55 | $274.3M |
| Pension and profit sharing plans | 6 | $11.2M |
| Individuals (other than high net worth individuals) | 130 | $49.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 191 | 200 | increased by9 |
| Mar 1, 2026 | AUM | $323,276,394 | $358,694,902 | increased by$35,418,508 |
| Mar 1, 2026 | Accounts | 444 | 458 | increased by14 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 2 | 4 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 162 | 191 | increased by29 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $262,666,341 | $323,276,394 | increased by$60,610,053 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 355 | 444 | increased by89 |
| Feb 1, 2022 | AUM | $213,193,758 | $262,666,341 | increased by$49,472,583 |
| Feb 1, 2022 | Accounts | 339 | 355 | increased by16 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “AURORA INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AURORA INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.