Hedge Fund Database

AIRE ADVISORS, LLC

Adviser information for AIRE ADVISORS, LLC last updated from Form ADV on March 7th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location California, United States

Employees

Total Number of Employees 11
Investment Advisory/Research 7
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 7
Licensed Agents of an Insurance Company 7
No. of Firms/People that Solicit Clients 1

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 931 $827.4M
Non-Discretionary 0 $0
Total 931 $827.4M

Clients

Type Number RAUM
Individuals 123 $29.1M
HNW Individuals 220 $798.3M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 1
No. of Financial Planning Clients 0

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)
Compensation % of AUMHourly charges

Identifiers

SEC RIA File Number 801-119842
SEC ERA File Number 801-119842
SEC CIK Numbers 1908177
SEC CRD Numbers 307450
Legal Entity Identifier None

Principal Office

9350 WILSHIRE BLVD
SUITE 200
BEVERLY HILLS
CA
United States
Monday - Friday, 9AM - 5PM
Tel: 310-277-2473, Fax: None

Websites

www.linkedin.com/company/aireadvisors/ www.aireadvisors.com/ www.facebook.com/aireadvisors/ www.youtube.com/channel/ucmtllhxjgeszwiapx1_7zta www.instagram.com/aireadvisors/

Chief Compliance Officer

AMIR MONSEFI
CEO, CIO & WEALTH ADVISOR
9350 WILSHIRE BLVD.
SUITE 200
BEVERLY HILLS
CA
United States
Tel: 310-277-2474
(Full email address available in API data)

Regulatory Contact

SHARON NASSIRZADEH
COO & IAR
9350 WILSHIRE BOULEVARD
SUITE 200
BEVERLY HILLS
CA
United States
Tel: (310) 277-2475
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
MONSEFI, AMIR, ALI Individual – CHIEF COMPLIANCE OFFICER & CO-FOUNDER 11/2020 > 75%
Nassir, Sharon Individual – CO-FOUNDER & SENIOR PARTNER 11/2020 25-50%

No. Employees, Historic

201002020202120222023202420252 on 10/21/20202 on 11/20/20202 on 1/14/20213 on 3/25/20213 on 3/25/20213 on 10/20/20213 on 10/21/20217 on 2/7/20227 on 2/16/20227 on 4/29/202211 on 3/10/202311 on 9/25/202311 on 9/26/202311 on 3/7/2024

RAUM, Historic

900M450M02020202120222023202420250 on 10/21/20200 on 11/20/20200 on 1/14/2021111188282 on 3/25/2021271764124 on 3/25/2021271764124 on 10/20/2021271764124 on 10/21/2021436732582 on 2/7/2022436732582 on 2/16/2022436732582 on 4/29/2022640111279 on 3/10/2023640111279 on 9/25/2023640111279 on 9/26/2023827445000 on 3/7/2024

No. Clients, Historic

40020002020202120222023202420250 on 10/21/20200 on 11/20/20200 on 1/14/202140 on 3/25/2021128 on 3/25/2021128 on 10/20/2021128 on 10/21/2021197 on 2/7/2022197 on 2/16/2022197 on 4/29/2022294 on 3/10/2023294 on 9/25/2023294 on 9/26/2023343 on 3/7/2024

Holdings

From latest 13F, filed August 1st, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBVIE INC COM 438K 3K –
ABRDN ETFS BBRG ALL COMMDY 2M 80K –
ABRDN ETFS BBRG ALL COMD K1 365K 19K –
ALPHABET INC CAP STK CL A 2M 13K –
ALPHABET INC CAP STK CL C 2M 12K –
AMAZON COM INC COM 6M 30K –
AMERICAN CENTY ETF TR US LARGE CAP VLU 15M 243K –
AMERICAN CENTY ETF TR INTL SMCP VLU 2M 32K –
AMERICAN CENTY ETF TR QUALITY PREFER 304K 8K –
AMERICAN CENTY ETF TR AVANTIS EMGMKT 11M 173K –
AMERICAN CENTY ETF TR INTL EQT ETF 1M 22K –
AMERICAN CENTY ETF TR AVANTIS US SMALL 1M 30K –
AMERICAN CENTY ETF TR US SML CP VALU 13M 142K –
AMERICAN EXPRESS CO COM 338K 1K –
AMGEN INC COM 3M 11K –
AON PLC SHS CL A 2M 6K –
APPLE INC COM 39M 184K –
APPLIED DIGITAL CORP COM NEW 179K 30K –
APPLIED MATLS INC COM 238K 1K –
ARES CAPITAL CORP COM 295K 15K –
AT&T INC COM 2M 107K –
BANK AMERICA CORP COM 2M 51K –
BERKSHIRE HATHAWAY INC DEL CL A 7M 12 –
BERKSHIRE HATHAWAY INC DEL CL B NEW 5M 11K –
BLACKSTONE INC COM 267K 2K –
BROADCOM INC COM 253K 158 –
CATERPILLAR INC COM 3M 9K –
CHEVRON CORP NEW COM 2M 10K –
CISCO SYS INC COM 340K 7K –
CITIGROUP INC COM NEW 203K 3K –
COCA COLA CO COM 1M 18K –
COMCAST CORP NEW CL A 15M 384K –
COSTCO WHSL CORP NEW COM 3M 3K –
COTY INC COM CL A 145K 15K –
CROWDSTRIKE HLDGS INC CL A 459K 1K –
DBX ETF TR XTRACK INTL REAL 6M 288K –
DIMENSIONAL ETF TRUST US SMALL CAP VAL 815K 28K –
DIMENSIONAL ETF TRUST US SMALL CAP ETF 11M 186K –
DIMENSIONAL ETF TRUST INTL SMALL CAP E 10M 413K –
DIMENSIONAL ETF TRUST US LARGE CAP VAL 568K 20K –
DIMENSIONAL ETF TRUST INTL CORE EQUITY 14M 515K –
DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 369K 14K –
DISNEY WALT CO COM 680K 7K –
ELI LILLY & CO COM 2M 2K –
ENERGY TRANSFER L P COM UT LTD PTN 322K 20K –
ENTERPRISE PRODS PARTNERS L COM 246K 8K –
EXPEDIA GROUP INC COM NEW 1M 8K –
EXXON MOBIL CORP COM 695K 6K –
FORTUNA MNG CORP COM NEW 289K 59K –
FRANKLIN TEMPLETON ETF TR SENIOR LOAN ETF 6M 251K –
FREEPORT-MCMORAN INC CL B 350K 7K –
GANNETT CO INC COM 69K 15K –
GE AEROSPACE COM NEW 1M 6K –
GE VERNOVA INC COM 277K 2K –
GLOBAL X FDS US PFD ETF 6M 318K –
GOLD FIELDS LTD SPONSORED ADR 447K 30K –
HOME DEPOT INC COM 1M 3K –
IMMUNITYBIO INC COM 93K 15K –
INNOVATOR ETFS TRUST POWER BUFFER SET 6M 196K –
INTEL CORP COM 307K 9K –
INTERNATIONAL BUSINESS MACHS COM 456K 3K –
INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 164K 12K –
INVESCO QQQ TR UNIT SER 1 2M 4K –
IONQ INC COM 422K 60K –
IRON MTN INC DEL COM 345K 4K –
ISHARES TR CORE MSCI INTL 211K 3K –
ISHARES TR RUS 1000 VAL ETF 472K 3K –
ISHARES TR USD INV GRDE ETF 4M 81K –
ISHARES TR GLOBAL TECH ETF 922K 11K –
ISHARES TR RUS MD CP GR ETF 532K 5K –
ISHARES TR PFD AND INCM SEC 806K 26K –
ISHARES TR MRGSTR MD CP GRW 2M 28K –
ISHARES TR MICRO-CAP ETF 2M 19K –
ISHARES TR GLOBAL REIT ETF 520K 22K –
ISHARES TR MRGSTR MD CP VAL 2M 36K –
ISHARES TR RUS MDCP VAL ETF 259K 2K –
ISHARES TR 7-10 YR TRSY BD 411K 4K –
ISHARES TR EAFE SML CP ETF 2M 29K –
ISHARES TR MSCI USA MIN VOL 257K 3K –
ISHARES TR CONV BD ETF 10M 123K –
ISHARES TR RUS 1000 GRW ETF 422K 1K –
ISHARES TR BROAD USD HIGH 236K 7K –
ISHARES TR 0-3 MNTH TREASRY 3M 26K –
J P MORGAN EXCHANGE TRADED F HEDGED EQUITY LA 5M 80K –
JOHNSON & JOHNSON COM 2M 14K –
JPMORGAN CHASE & CO. COM 2M 12K –
KINROSS GOLD CORP COM 724K 87K –
L3HARRIS TECHNOLOGIES INC COM 248K 1K –
LIBERTY BROADBAND CORP COM SER C 1M 22K –
LIBERTY GLOBAL LTD COM CL C 482K 27K –
LIBERTY MEDIA CORP DEL COM LBTY SRM S C 702K 32K –
LIBERTY MEDIA CORP DEL COM LBTY SRM S A 325K 15K –
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 428K 6K –
LIBERTY MEDIA CORP DEL COM LBTY LIV S C 258K 7K –
LIONS GATE ENTMNT CORP CL A VTG 94K 10K –
LOWES COS INC COM 232K 1K –
MCDONALDS CORP COM 946K 4K –
MERCK & CO INC COM 526K 4K –
META PLATFORMS INC CL A 3M 7K –
MICROSOFT CORP COM 6M 13K –
MP MATERIALS CORP COM CL A 223K 17K –
MPLX LP COM UNIT REP LTD 313K 7K –
NETFLIX INC COM 290K 430 –
NEWMONT CORP COM 596K 14K –
NOVO-NORDISK A S ADR 211K 1K –
NUSHARES ETF TR NUVEEN ESG MIDCP 217K 5K –
NVIDIA CORPORATION COM 5M 43K –
ORACLE CORP COM 703K 5K –
PACCAR INC COM 225K 2K –
PALO ALTO NETWORKS INC COM 301K 888 –
PEPSICO INC COM 250K 2K –
PLUG POWER INC COM NEW 28K 12K –
PRESIDIO PPTY TR INC *W EXP 99/99/999 510 13K –
PROSHARES TR PSHS ULTRA QQQ 682K 7K –
QUALCOMM INC COM 328K 2K –
QURATE RETAIL INC COM SER A 127K 202K –
SALESFORCE INC COM 242K 943 –
SCHWAB STRATEGIC TR US SML CAP ETF 475K 10K –
SCHWAB STRATEGIC TR US LCAP GR ETF 3M 29K –
SCHWAB STRATEGIC TR INTL SCEQT ETF 2M 68K –
SCHWAB STRATEGIC TR US LCAP VA ETF 731K 10K –
SCHWAB STRATEGIC TR INTL EQTY ETF 3M 84K –
SERVICE CORP INTL COM 352K 5K –
SIBANYE STILLWATER LTD SPONSORED ADR 191K 44K –
SIRIUS XM HOLDINGS INC COM 112K 40K –
SPDR DOW JONES INDL AVERAGE UT SER 1 207K 530 –
SPDR GOLD TR GOLD SHS 373K 2K –
SPDR INDEX SHS FDS PORTFOLIO EMG MK 787K 21K –
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 6M 185K –
SPDR S&P 500 ETF TR TR UNIT 1M 3K –
SPDR SER TR S&P 600 SMCP VAL 6M 76K –
SPDR SER TR PORTFOLIO CRPORT 360K 13K –
SPDR SER TR PORTFLI HIGH YLD 6M 251K –
SPDR SER TR S&P 600 SMCP GRW 19M 221K –
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 245K 1K –
TARGA RES CORP COM 327K 3K –
TESLA INC COM 2M 9K –
TEXAS INSTRS INC COM 218K 1K –
TEXAS ROADHOUSE INC COM 9M 50K –
UNITEDHEALTH GROUP INC COM 872K 2K –
US BANCORP DEL COM NEW 1M 28K –
VANGUARD INDEX FDS SM CP VAL ETF 1M 6K –
VANGUARD INDEX FDS GROWTH ETF 30M 80K –
VANGUARD INDEX FDS SML CP GRW ETF 2M 9K –
VANGUARD INDEX FDS MCAP VL IDXVIP 18M 122K –
VANGUARD INDEX FDS MID CAP ETF 854K 4K –
VANGUARD INDEX FDS VALUE ETF 11M 66K –
VANGUARD INDEX FDS TOTAL STK MKT 962K 4K –
VANGUARD INDEX FDS MCAP GR IDXVIP 20M 88K –
VANGUARD INDEX FDS S&P 500 ETF SHS 205K 410 –
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 469K 4K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 2M 41K –
VANGUARD INTL EQUITY INDEX F GLB EX US ETF 2M 43K –
VANGUARD WORLD FD FINANCIALS ETF 270K 3K –
VANGUARD WORLD FD HEALTH CAR ETF 570K 2K –
VISA INC COM CL A 1M 4K –
WALMART INC COM 305K 5K –
WARNER BROS DISCOVERY INC COM SER A 502K 68K –
WHEATON PRECIOUS METALS CORP COM 425K 8K –
WISDOMTREE TR FLOATNG RAT TREA 2M 50K –