Updated:
AIRE Advisors
AIRE Advisors is an SEC-registered investment adviser in Beverly Hills, CA, registered since 2020. The firm manages $1.0 billion in assets, with $986 million...
AIRE Advisors
AIRE Advisors is an SEC-registered investment adviser in Beverly Hills, CA, registered since 2020. The firm manages $1.0 billion in assets, with $986 million on a discretionary basis. It has 9 employees and 9 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2020
Location
Region
North America
Country
United States
City
Beverly Hills
Corporate office
Beverly Hills, CA, United States
Frequently asked questions
Who runs AIRE Advisors?
Ilan and Hila Afriat are the founding principals, per the firm's public record. Both are involved in client relationship management and investment decisions, with Ilan Afriat serving as the firm's chief investment officer and Hila Afriat leading financial planning efforts. The dual-principal structure is a defining feature of the practice.
What investment approach does AIRE Advisors use?
The firm constructs customized, multi-asset-class portfolios for individual clients. Public record indicates allocations across equities, fixed income, and alternatives including private equity funds, hedge funds, and direct real estate. The approach is goals-based and tax-aware, with each portfolio reflecting a specific client's circumstances rather than a house model.
Does AIRE Advisors manage a single-family pool of capital?
No. AIRE Advisors is structured as a wealth management practice serving multiple high-net-worth clients, not as a single-family office. The firm's own marketing and public filings do not indicate it manages the proprietary capital of a single founding family.
Is AIRE Advisors a registered investment advisor?
Publicly available regulatory records indicate the firm is structured as a registered investment advisor, per SEC filings. This subjects AIRE Advisors to fiduciary standards and regulatory oversight, distinguishing it from unregistered family offices or private investment firms that manage capital on an exempt basis.
Does AIRE Advisors offer direct investment opportunities or only fund allocations?
AIRE Advisors evaluates both direct opportunities—particularly in real estate—and fund commitments across private equity and hedge funds. The firm does not publicly disclose a dedicated direct-deal platform or co-investment vehicle, suggesting its direct investments are made on a client-by-client basis rather than through a pooled fund structure.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: