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Arete Wealth Advisors
Arete Wealth Advisors was founded in 2007 by Joshua D. Rogers. The firm originated from Rogers’s proceeds from e-commerce patents and later financial-services...
Arete Wealth Advisors
Arete Wealth Advisors was founded in 2007 by Joshua D. Rogers. The firm originated from Rogers’s proceeds from e-commerce patents and later financial-services activities. It functions as a multi-family office headquartered in Chicago. The firm executes asset allocation across private equity, hedge funds, real estate, and collectibles. It structures direct co-investments and fund-of-funds exposure while maintaining a broker-dealer platform. Confirmed transactions include a 2022 seed follow-on in Vivify Venues and a 2025 management buyout of Product Partnerships Ltd alongside TDC Impact Fund. Activity spans North America and Europe. The firm reports 2,745 million USD under management. It maintains no disclosed additional offices or employee count. Recent activity includes an August 2024 strategic partnership with Crux Wealth Advisors that added the team to Arete’s network and licensed its technology platform.
General information
Firm type
Multi Family Office
Year founded
2007
Location
Region
North America
Country
United States
City
Brisbane
Corporate office
1115 W Fulton Market, Chicago, IL
Principals
Joshua D. Rogers
Founder and CEO
Sector focus
Frequently asked questions
Who runs investment decisions at Arete Wealth Advisors?
Joshua D. Rogers serves as founder and CEO. Investment decisions flow through the firm’s broker-dealer and RIA platform that sources alternatives and structures portfolios for clients.
How does Arete Wealth Advisors source proprietary deal flow?
The firm sources through its network of acquired branches and advisory teams. It has executed multiple lift-outs and acquisitions that brought established advisor groups and their client relationships onto the platform.
Is Arete Wealth Advisors structured as a single family office or does it operate more like a venture firm?
It operates as a multi-family office that also maintains a registered broker-dealer and RIA. The structure supports both wealth management for multiple families and direct investment activity in private markets.
Does Arete Wealth Advisors participate in fund commitments or only direct deals?
The firm participates in both fund commitments and direct co-investments or SPVs. Its investment types include private equity, hedge funds, and collectibles alongside fund-of-funds exposure.
What investment stages does Arete Wealth Advisors typically target?
The firm targets early-stage venture through growth equity and buyouts. Documented transactions include seed follow-on rounds and management buyouts in the United Kingdom.
Where does the underlying wealth come from?
Wealth origin traces to founder Joshua D. Rogers’s e-commerce patent proceeds and subsequent financial-services ventures. No other family branches are publicly disclosed as capital sources.
What is Arete Wealth Advisors’s known posture on co-investments alongside external GPs?
The firm executes direct co-investments and SPVs in addition to fund commitments. Its platform supports alternative investment sourcing for accredited clients across multiple asset classes.
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.
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