Arete Wealth Management Overview

  • Type
  • Wealth Management Firm

  • Founded
  • 2007

  • Professionals
  • 5

  • AUM
  • 00.00

Arete Wealth Management General Information


Arete Wealth Management is a Wealth Management Firm based in Chicago, Illinois. It was established in 2007 to provide a comprehensive operational and regulatory infrastructure that allows its advisers to provide financial advice and products for their clients. The assets are managed by the executive team.

Contact Information

Year Founded
Open To Secondaries
Open To First Time Founds
Institution Type
Wealth Management Firm
Primary Contact
00000 0000
Chief Operating Officer & Financial Operations Principal
+0 (000) 000-0000
Primary Office
  • 1115 West Fulton Market
  • 3rd Floor
  • Chicago, IL 60607
  • United States
+1 (312) 000-0000

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Arete Wealth Management Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

Arete Wealth Management Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    42.00 %  Actual
  • Target Real Estate:
    Real Estate:
    42.00 %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

Arete Wealth Management Team (10)

Name Title Office
Joshua Rogers Founder and Chief Executive Officer Chicago, IL
David Hock Chief Operating Officer & Financial Operations Principal Chicago, IL
Casey Cotton Chief Technology Officer Chicago, IL
Karlton Kleis Managing Director, Capital Markets Chicago, IL
UnBo Chung JD Chief Compliance Officer & General Counsel Chicago, IL
You’re viewing 5 of 10 team members. Get the full list »

Arete Wealth Management Board Members (4)

Name Representing Role Since
Gregg Kaplan Arete Wealth Management Board Member 000 0000
Lee Greene Arete Wealth Management Board Member 000 0000
Matt Leiter Self Board Member 000 0000
Rob Mass Arete Wealth Management Board Member 000 0000
To view Arete Wealth Management’s complete board members history, request access »