OREI ADVISORS LP

RIASEC RegisteredEst. 2017

Total AUM

$2.2B

Discretionary

$1.6B

74% of AUM

Avg account

$90.9M

Accounts

Employees

Advisory reps

Firm details

Headquarters: AUSTIN, Texas
CRD number: 284241
Registered since: July 28, 2017
Website: ohanare.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles61.05%
Pension & Profit Sharing Plans21.24%
HNWI13.13%
Insurance Companies4.58%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Orei Advisors LP is structured as a limited partnership that concentrates on real estate-focused pooled investment vehicles while also operating as a commodity pool operator/commodity trading advisor. Its client base is institutional, and the firm acts as both an adviser to pooled funds and as manager for bespoke portfolios for individuals and small businesses. The firm employs a fee mix that includes both a percentage-of-assets-under-management component and performance-based fees, reflecting a manager that runs both longer-term asset pools and performance-oriented strategies. Orei Advisors identifies ESG as an active consideration in its investment process. It also serves in sponsor, general partner and managing-member roles for pooled vehicles, which suggests the firm is hands-on in structuring and operating its funds rather than only providing advisory overlay. While filings show the firm operates offices in multiple states, it is not registered as a multi-state adviser.