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Aurora Investment Managers, LLC

Aurora Investment Managers, LLC. CRD 146325

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CRD: 146325

Aurora Investment Managers, LLC

Naples, FL, 34103
6173908001
$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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Firm Details

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

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

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

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Contacts

Ashley Dewji Smith

Ashley Dewji Smith

Associate

CRD
#6293514
(789) 329-9357
matrix.ridge@oakcapital.com
in linkedin.com/in/element-vertex

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
01-19-2022
01-26-2023
02-06-2024
01-31-2025
02-19-2026
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

$358.7M Total SMA
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

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