AURIEX WEALTH ADVISORS

AURIEX originates a meaningful share of its deal flow through its own real estate operating platform and private-credit origination team rather than relying exclusively on external fund managers. For fund commitments, the firm selectively backs managers where it has long-standing relationships, but the direct-credit and direct-equity pipelines are cultivated in-house.

The firm allocates to both direct investments and third-party fund commitments. Direct activity concentrates in real estate equity and private credit, while fund commitments span private equity buyout strategies, venture capital, and select secondaries. Co-investment opportunities alongside sponsored direct deals are available to client families on a deal-by-deal basis.

Within real estate, AURIEX targets stabilized and value-add operating properties, with opportunistic development pursued more selectively. In private credit, the firm focuses on middle-market sponsor-backed senior and mezzanine loans. Venture commitments through fund managers lean toward early- and growth-stage enterprise software and energy-transition companies.