AURE INVESTMENTS

Overview

Aure Investments is a small, independent registered investment adviser organized as a domestic limited liability company. The firm focuses on fee-based portfolio management and financial planning for individuals, families and small businesses. Its stated preference is for equity-oriented strategies, with a large portion of client assets held in non-exchange-traded equity positions rather than broad exchange-traded stock or ETF sleeves. Aure Investments does not identify as an active ESG investor and operates without a multi-state or pension-consulting emphasis. Portfolio management is carried out on a discretionary basis for the handful of clients it serves, suggesting a high-touch relationship model where customized allocations and direct oversight of holdings are practical given the firm’s scale. The business model centers on AUM-based fees and uses managed accounts as the primary vehicle for implementation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices