AURORA INVESTMENT MANAGERS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $358.7M |
| Discretionary | $325.6M91% of AUM |
| Non-Discretionary | $33.1M |
| Client Accounts | 458 |
| Avg Account Size | $783K |
| Employees | 4 |
| Peak AUM | $358.7MFeb 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $359M | +11.0% | +24.6% | +10.8% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $358.7M |
| Discretionary | $325.6M |
| Employees | 4 |
| Client Accounts | 458 |
Contact & Location
Address
4850 TAMIAMI TRAIL N
NAPLES FL 34103
Phone
617-390-8001
Filing History
32 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$326M
90.8% of AUM
Non-Discretionary
$33M
9.2% of AUM
Disc. mix ▲ 1.8pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported