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OREI ADVISORS LP
CRD 284241File 801-110938
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.18B
Top 25% of cohort (national)
Discretionary AUM
$1.62B
Non-discretionary $563.3M
Clients
16
24 accounts
Employees
41
Top 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jul 28, 2017
- Principal office
- 401 CONGRESS AVENUE, SUITE 2750, AUSTIN, TX, 78701
- Phone
- 650-681-0185
- Website
- HTTP://OHANARE.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.18B
- Discretionary AUM
- $1.62B
- Non-discretionary AUM
- $563.3M
- Discretionary accounts
- 20
- Non-discretionary accounts
- 4
- Total accounts
- 24
- AUM per client
- $136.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | Fewer than 5 | $100.0M |
| High net worth individuals | Fewer than 5 | $286.3M |
| Pooled investment vehicles | 16 | $1.33B |
| Pension and profit sharing plans | Fewer than 5 | $463.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.