# EDGAR Filing Document

**Accession Number:** 0001263321
**File Stem:** 0001263321-25-000002
**Filing Date:** 2025-6
**Character Count:** 2369
**Document Hash:** b8bcdd0829059d28e0179f68de502285
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001263321-25-000002.hdr.sgml**: 20250627

**ACCESSION NUMBER**: 0001263321-25-000002

**CONFORMED SUBMISSION TYPE**: X-17A-5

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250331

**FILED AS OF DATE**: 20250627

**DATE AS OF CHANGE**: 20250627

**EFFECTIVENESS DATE**: 20250627

**PERIOD START**: 20240401

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** ARETE RESEARCH LLC
- **CENTRAL INDEX KEY:** 0001263321

**ORGANIZATION NAME:**
- **EIN:** 980412776
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 0331

**FILING VALUES:**
- **FORM TYPE:** X-17A-5
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 008-66145
- **FILM NUMBER:** 251084971

**BUSINESS ADDRESS:**
- **STREET 1:** 1309 WALMSLEY AVE
- **STREET 2:** SUITE 2400
- **CITY:** DALLAS
- **STATE:** TX
- **ZIP:** 75208
- **BUSINESS PHONE:** 617-357-4801

**MAIL ADDRESS:**
- **STREET 1:** 1309 WALMSLEY AVE
- **STREET 2:** SUITE2400
- **CITY:** DALLAS
- **STATE:** TX
- **ZIP:** 75208

### Attached PDF Documents

**Attachment 1:** `publicar.pdf`

_No text found in this document._

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## FORM X-17A-5

### ANNUAL AUDITED REPORT

### Filer Information

**Filer CIK:** 0001263321

**Filer CCC:** XXXXXXXX

**Is this a LIVE or TEST filing?:** LIVE

**Would you like a Return Copy?:** No

### Submission Information

**Report Period Begin Date:** 04-01-2024

**Report Period End Date:** 03-31-2025

**Type of Registrant:** Broker-dealer

**Any material weaknesses identified?:** No

### Registrant Identification

**Name of Broker-Dealer:** ARETE RESEARCH LLC

**Business Address:** 1309 WALMSLEY AVE, SUITE 2400, DALLAS, TX, 75208

**Contact Person:** Laurie Hassay

**Contact Phone:** 617-357-4800

### Independent Public Accountant Identification

**Accountant Name:** WithumSmith Browne PC

**Accountant Address:** 155 Seaport Blvd., Boston, MA, 02210

**Accountant Type:** Certified Public Accountant

### OATH OR AFFIRMATION

I, **Francis Robert Merrill IV**, swear (or affirm) that, to the best of my knowledge and belief, the accompanying financial statements and supporting schedules pertaining to the firm of **ARETE RESEARCH LLC**, as of **03-31-2025**, are true and correct.

**Signature:** Francis Robert Merrill IV

**Title:** President

**Notarized:** Yes