Roshan A Loungani

Employer firm

Arete Wealth Advisors, LLC CRD 145488

$2.75B regulatory AUM 35 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2008 → Present
  Arete Wealth Management
  Chicago, IL
• 01/2008 → Present
  Arete Wealth Advisors, Llc
  Chicago, IL

Previous Registrations

• 2006-03-13 → 2008-01-18
  Ameriprise Financial Services, Llc
  Gaithersburg, MD
• 2000-09-21 → 2006-01-12
  Ameriprise Financial Services, Llc
  Mclean, VA

Other Businesses

1/2) LOUNGANI CAPITAL MANAGEMENT, LLC ("LCM:) AND LOUNGANI CAPITAL ADVISORS, LLC ("LCA"): Philadelphia, PA; ROSHAN LOUNGANI IS A PRINCIPAL AND MANAGER OF LCM AND LCA. LCM AND LCA ARE INVESTMENT RELATED ENTITIES WHICH RESPECTIVELY SPONSOR AND PROVIDE ADVISORY SERVICES TO PRIVATE INVESTMENT VEHICLES. MR. LOUNGANI HAS HELD THIS POSITION SINCE OCT. 2008 DEVOTES 0 HOURS PER WEEK TO THIS ROLE.  3) LOUNGANI CAPITAL GROUP LP: Philadelphia, PA INVESTMENT; MANAGING PARTNER; 0 hours per month during trading hours; Start Date: 10/2008. 4)LOUNGANI PRIVATE EQUITY FUND LP: Philadelphia, PA; INVESTMENT; MANAGING PARTNER. 0 hours per month during trading hours; Start Date: 03/2012 5)LOUNGANI CAPITAL GROUP II LP: Philadelphia, PA; INVESTMENT; MANAGING PARTNER. 0 hours per month during trading hours; Start Date: 10/2011. 6) LOUNGANI MASTER FUND, L.P.; Vienna VA, 22182; Owner; 0 Hours per month during trading hours; Start Date: 10/2011. 7) Compound27 Management, LLC., Owner of LLC; Washington DC, 20036; Inactive Entity; 0 hours during per month-0 during trading hours. Start date: 01/2026.

Exams

• S66 Uniform Combined State Law Examination
  2000-09-15

Other Names

• Roshan A Lougani