Arete Wealth Management Overview

  • Type
  • Wealth Management Firm
  • Founded
  • 2007
Founded
  • Professionals
  • 65
Professionals
  • AUM
  • 00.00

Arete Wealth Management General Information

Description

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 their advisers to provide financial advice and products for their clients. The assets are managed by their executive team.

Contact Information

Year Founded
2007
Open To Secondaries
0000
Open To First Time Founds
00000
Institution Type
Wealth Management Firm
Primary Contact
00000 0000
Title
Chief Operating Officer & Financial Operations Principal
Email
00000.0000@00000000000.000
Phone
+0 (000) 000-0000
Primary Office
  • 1115 West Fulton Market
  • 3rd Floor
  • Chicago, IL 60607
  • United States
+1 (312) 000-0000
Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial
Want to dig into this profile?

We’ll help you find what you need

Learn more

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.

Request a free trial
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.

Request a free trial
  • 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 (5)

Name Title Office
Joshua Rogers Founder & Chief Executive Officer Chicago, IL
David Hock Chief Operating Officer & Financial Operations Principal Chicago, IL
UnBo Chung JD Chief Compliance Officer & General Counsel Chicago, IL
Nate Moster Chief Marketing Officer Chicago, IL
Prasad Karcherla Investment Banker & Wealth Advisor Chicago, IL
To view Arete Wealth Management’s complete team members history, request access »

Arete Wealth Management Board Members (2)

Name Representing Role Since
Chuck Wachendorfer 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 »