The APTUS CAPITAL ADVISORS is a privately held investment adviser that advises $17.47Bn in regulatory assets under management held in 0 SEC fund types across 3 investment strategies. APTUS CAPITAL ADVISORS is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 600.39% over the last 5-years.
The Group has been registered with the SEC for 10.21 years and is comprised of 1 filing and 0 relying advisers. They operate out of 8 office locations with their Headquarters at 314 MAGNOLIA AVENUE SUITE 200, FAIRHOPE, ALABAMA. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 40 employees comprised of 26 investment and 14 non-investment staff. The total number of Employees increased by 81.82% over the last 5-years.
Their $17.47Bn in assets advised are owned by 0 private funds, 20 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $7.76Bn or 44.4% of Total Assets and Investment Companies (IC) own $6.76Bn or 38.67% of Total Assets.
The Group's top investment strategies include Multi Strat, Long/Short Equity and FI/Credit - Diverse, representing 39.88%, 30.76% and 29.36% of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Investment Companies (IC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 3 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
APTUS CAPITAL ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.