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AEREF MANAGEMENT, LLC

NEW YORK, NY · CRD 322495 · IAPD ↗ · (212) 721-5500

$194.4MRegulatory AUM
13Advisory reps
20Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

35
April 2026 — AEREF MANAGEMENT, LLC shrank from 20 to 13 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
53
April 2026 — AEREF MANAGEMENT, LLC reported RAUM up 68% ($116.0M -> $194.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2025 — AEREF MANAGEMENT, LLC reported RAUM up 350% ($25.8M -> $116.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2024 — AEREF MANAGEMENT, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
35
March 2024 — AEREF MANAGEMENT, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
52
March 2024 — AEREF MANAGEMENT, LLC reported RAUM up 63% ($15.8M -> $25.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
63
March 2024 — AEREF MANAGEMENT, LLC grew from 7 to 20 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.