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ARA PARTNERS

Legal name: ARA ADVISERS, LLC

CRD 298845File 801-117788
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$6.79B
Top 25% of cohort (national)
Discretionary AUM
$6.79B
Clients
41
41 accounts
Employees
95
Top 10% of cohort in TX

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
FWRO
Registration date
Dec 11, 2019
Principal office
4201 MAIN STREET, SUITE 370, HOUSTON, TX, 77002
Phone
(713) 337-9150

Assets & accounts

ADV Item 5F
Total regulatory AUM
$6.79B
Discretionary AUM
$6.79B
Non-discretionary AUM
$0
Discretionary accounts
41
Non-discretionary accounts
0
Total accounts
41
AUM per client
$165.5M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles41$6.79B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.