Orei Advisors LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in Austin, TX. Its latest Form ADV filing, dated March 31, 2026, reports $2.2B in regulatory assets under management, 41 employees, 2 offices, and 24 accounts.
Assets Under Management
$2.2B
Employees
41
Offices
2 offices
Total Clients
16
Primary office
AUSTIN, TX
401 CONGRESS AVENUE, SUITE 2750, AUSTIN, TX, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
16
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
Insurance companies<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.2Bas of March 31, 2026
Discretionary74.2%
$1.6B
74% of total RAUM74.2%
Non-discretionary25.8%
$563M
26% of total RAUM25.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.2B
Total Accounts24
10Y AUM Change+$1.7B (+382.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees41
Clients per Employee0:1
10Y Employee Change+21 (+105.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.