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Private fund adviser · Austin, TX

Orei Advisors LP

SEC-registered investment adviser · CRD 284241 · SEC 801-110938

At a glance

Orei Advisors LP is an SEC-registered investment adviser based in Austin, Texas, with $2.2 billion in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 1,590th of 4,686 private fund advisers and 3,456th of 17,210 SEC-registered advisers by assets.

Main office 650-681-0185ohanare.comLinkedInAs filed on Form ADV

Regulatory AUM
$2.2B
Rank among private fund advisers
#1,590 of 4,686
Rank among all SEC RIAs
#3,456 of 17,210
Rank in Texas
#176 of 1,081
Clients
16
Accounts
24
Discretionary
74% of AUM
Employees
41
Advisory staff
24
Offices
3

Owners and executives on its Form ADV

Custody and brokerage

Custodian

Orei Advisors LP’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.

Broker-dealer

No broker-dealer ties

Other RIAs with no broker-dealer ties

Who it serves

Client typeClientsRegulatory AUMShare
Pooled investment vehicles16$1.3B61%
Pension and profit sharing plans–$463M21%
High-net-worth individuals–$286M13%
Insurance companies–$100M5%

Private funds

Orei Advisors LP reports 16 private funds with $1.3B in gross assets: real estate funds (Form ADV Item 7.B).

Disciplinary disclosures

Orei Advisors LP reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗

Services

  • Portfolio management for individuals and small businesses
  • Portfolio management for pooled investment vehicles

How it’s paid

  • A percentage of assets under management
  • Performance-based fees

Form ADV and brochures on the SEC’s adviser search ↗ohanare.com ↗

AtlasMembers

The full record on Orei Advisors LP

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, 8 years of filings
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Growth over one, three and five years
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Rank against 1,826 peers of its type and size
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Owners and executives, with titles and stakes
3 namedLocked
Main office, fax and compliance officer
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Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Orei Advisors LP manage?

Orei Advisors LP reports $2.2 billion in regulatory assets under management across 24 accounts, 74% of it on a discretionary basis, on its Form ADV filed March 31, 2026.

What kind of firm is Orei Advisors LP?

Orei Advisors LP is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.

Who are Orei Advisors LP’s clients?

By assets, its largest client types are pooled investment vehicles ($1.3 billion, 16 clients); pension and profit sharing plans ($463 million); high-net-worth individuals ($286 million).

Does Orei Advisors LP manage private funds?

Yes. It reports 16 private funds with $1.3 billion in gross assets, including real estate funds.

Does Orei Advisors LP have any disciplinary history?

Orei Advisors LP reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.

Where these numbers come from

Every figure is Orei Advisors LP’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →