This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.9 fund_share=0.0 institutional_share=0.07 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$359MItem 5.F on the latest filing (2026-02-19); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$326M

Private client RAUM

$324MderivedItem 5.D individuals plus high net worth individuals

Private client share

90%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$179Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

4

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

458

Individual clients

130

High net worth clients

55

SEC number

801-68844

CIK

1798485

CRD

146325

Filings on the tape

21

First filed

Dec 5, 2011

Latest filed

Feb 19, 2026

Organised

Limited Liability Company, DE

Website

auroraim.com

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1d577291-d58a-66ec-6fca-311958ef0248

First observed

Dec 5, 2011

Last observed

Feb 19, 2026 7 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.