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| ARAX Advisory Partners LLC
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|---|---|
| CRD # | 133535 |
| SEC # | 801-67165 |
| CIK # | 0001586767 |
| AUM | 23.18 B (2026-06-23) |
| Employees | 319 (44% Investors, 34% Brokers) |
| Phone | 303-633-5900 |
| Address | 730 17th Street Denver, CO 80202 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| In the News | |
|---|---|
| Mon, 08 Jun 2026 | Arax Advisory Partners Acquires Florida Firm — connectmoney.com |
| Thu, 04 Jun 2026 | Deals Of The Day: The Latest In Wealth Management M&A – Arax Advisory Partners, Millares AM, Crestbridge Fiduciary — Family Wealth Report |
| Thu, 07 May 2026 | Arax Advisory Partners: $1.5 Billion Hudson Valley Wealth Team The Oak Group Joins Platform — Pulse 2.0 |
| Tue, 05 May 2026 | Arax Advisory Partners Adds $1.5B Hudson Valley Team, The Oak Group — Yahoo Finance |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Nvidia Corp | 0.0 | ||
| Merck & Co Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Altalpha Vintage LP | [2026-02-25] | 11.6 M | 22.2 M |
| Filed 2024-04-30 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| RE | Fieldstone Gem VI Investors | 2026-02-25 | 1.1 M | |
| RE | Fieldstone Gem V Investors | 2026-02-25 | 0.5 M | |
| RE | Fieldstone Phoenix '07 Fund | 2026-02-25 | 0.3 M | |
| Other | Schechter Private Capital Fund I LLC | 2026-02-25 | 220.9 M | |
| Other | USC Wealth Private Credit Series | 2022-03-30 | 18.7 M | |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9,623 | 2.8 |
| (b) Individuals (high net worth individuals) | 4,482 | 18.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 53 | 0.3 |
| (h) Charitable organizations | 130 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 303 | 1.4 |
| (n) Other | 0 | 0.0 |
| Total | 34,944 | 23.2 |
| By Discretionary | ||
| Discretionary | 31,604 | 20.5 |
| Non-Discretionary | 3,340 | 2.7 |
| Total | 34,944 | 23.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 23.1 | |
| Total | 34,944 | 23.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001586767] | |
| SC 13G | [0001586767] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| ARAX Advisory Partners | First Trust Exchange-Traded Fund VIII | [2025-02-06] |
| ARAX Advisory Partners | First Trust Exchange-Traded Fund | [2025-02-06] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Clients | 15 (1 non-US) |
| Serves | Institutional, Retail, Research |
| Fund Types | Private Equity, Real Estate |
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