A
$358.7M Total AUM
$325.6M Disc. AUM
25.3% 3Y CAGR
4 Employees
200 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- North vector
- Established Date
- 02-11-2008
- Office Locations
- 1
Office Locations
4850 Tamiami Trail N Suite 301 Naples FL
About Aurora Investment Managers, LLC
Aurora Investment Managers, LLC is an SEC-registered, fee-only RIA in Naples, FL providing client-centric portfolio management. AIM invests across domestic and international equities and fixed income, tailoring portfolios to client-specific needs and seeking opportunistic ideas through research and analysis. Offers retail and institutional relationships and primarily custody support through Schwab and Fidelity/NFS.
Team overview
34 AVG AGE
$179.3M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
10.5 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Crest eagle Focus Zenith vital
Client Personas
Element ridge
Custodian
Bridge capital Alpha Beacon timber Capital
Investment Themes
Oak
Investment Vehicles
Wave
Services
Alpha legacy Summit meridian Crest vector
Technology
Zenith
Owner & Executives
![SHAKEEL [NMN] DEWJI](https://assets.static-advizorpro.com/ycn3haxv2uuq8nuh4kx71nhf.webp)
SHAKEEL [NMN] DEWJI
Analyst, Chief Compliance Officer, Managing Member
- CRD
- #4170483
- Ownership
- 75% or more
(883) 809-1984
element.pioneer@catalystcapital.com
in linkedin.com/in/summit-oak
Showing 1 of 1 owners & executives
Unlock allContacts
Ashley Dewji Smith
Associate
- CRD
- #6293514
(789) 329-9357
matrix.ridge@oakcapital.com
in linkedin.com/in/element-vertex
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $325,576,593 | $739,947 |
| Non-Discretionary | $33,118,309 | $1,839,906 |
| Total | $358,694,902 | $783,177 |
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Separately Managed Accounts
Total SMA Asset: $358,694,902
Equity - Exchange:
37.5% Public Funds:
37.3% Cash:
25.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,278,466,038 | 37.5% |
| Public Funds | $2,266,314,219 | 37.3% |
| Cash | $1,531,129,177 | 25.2% |
| Total | $6,075,909,434 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VALUE EMBER | EAGLE ALPHA | 6HXFPT94Q | DROH | 2.04% | $42,012,958 |
| VECTOR INSIGHT | TIMBER CAPITAL | R9A7RHHKZ | MKYTH | 3.59% | $16,583,949 |
| ZENITH LEGACY | OAK CREST | JALY21L7R | PJN | 7.51% | $4,239,224 |
| SUMMIT RADIAL BRIDGE | GLACIER MOMENTUM | VXD69DNKF | CRBH | 5.92% | $12,230,810 |
| PIONEER ATLAS MATRIX | VITAL SIGNAL | E877UB9E7 | VRI | 2.16% | $39,809,474 |
| MERIDIAN OAK PIONEER | UNISON HORIZON | 389ABUNC3 | JGQ | 6.35% | $19,800,248 |
| TIMBER VECTOR | PATHWAY ELEMENT | Z05RUC8EQ | LWKHS | 11.89% | $65,220,234 |
| PRIME FOCUS QUANTUM | LEGACY ZENITH | JX1LSIHQR | TZN | 8.72% | $26,128,655 |