Arete Research LLC
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 128496
- Registered since
- April 29, 2004
- Website
- www.arete.net
Firm profile
FINTRXOverview
Arete Research LLC is organized as a limited liability company and is recorded as an SEC-registered adviser since 2004. Publicly available metadata classifies ownership as a combination of a foreign entity and an individual, and does not place the firm into one of the standard adviser categories (it is listed as unclassified). The dataset includes a number of negative flags: the firm is not identified as a capital allocator, is not marked as an active ESG investor, is not a pension consultant, and is not designated as a related adviser or a newly formed adviser. The record contains no descriptive material about the firm’s advisory activities, fee schedule, target client base, or investment strategy. Those omissions mean there is no publicly documented emphasis on particular asset classes, geographic markets, or client segments in the available data.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 11
William Frankel
Supervisory AnalystCRD 1428152
Conor Macgillycuddy
Supervisory AnalystCRD 1843357
Allison Kraver
Supervisory AnalystCRD 2672990
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 1309 Walmsley Ave
- Time zone
- CT (UTC-6)
- Office locations
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