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OREI ADVISORS LP
CRD 284241File 801-110938
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 33 | 41 | increased by8 |
| Apr 1, 2026 | AUM | $1,713,230,117 | $2,181,051,006 | increased by$467,820,889 |
| Apr 1, 2026 | Accounts | 21 | 24 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 23 | 33 | increased by10 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 12 | 16 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $762,618,550 | $1,713,230,117 | increased by$950,611,567 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 14 | 21 | increased by7 |
| Apr 1, 2022 | Employees | 20 | 23 | increased by3 |
| Apr 1, 2022 | Clients | 8 | 12 | increased by4 |
| Apr 1, 2022 | AUM | $729,659,955 | $762,618,550 | increased by$32,958,595 |
| Apr 1, 2022 | Accounts | 10 | 14 | increased by4 |
| 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 “OREI ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“OREI ADVISORS” 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.