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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 Oct 1, 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

DateFieldFromToChange
Apr 1, 2026Employees9195increased by4
Apr 1, 2026Clients3341increased by8
Apr 1, 2026AUM$6,169,771,525$6,785,474,521increased by$615,702,996
Apr 1, 2026Accounts3341increased by8
May 1, 2025
vs Oct 1, 2022
Employees2991increased by62
May 1, 2025
vs Oct 1, 2022
Clients933increased by24
May 1, 2025
vs Oct 1, 2022
AUM$2,358,912,804$6,169,771,525increased by$3,810,858,721
May 1, 2025
vs Oct 1, 2022
Accounts933increased by24
Apr 1, 2022Employees2329increased by6
Apr 1, 2022Clients39increased by6
Apr 1, 2022AUM$627,438,328$2,358,912,804increased by$1,731,474,476
Apr 1, 2022Accounts39increased by6
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “ARA PARTNERS” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ARA PARTNERS” 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.