The CAERUS INVESTMENT ADVISORS is a privately held investment adviser that advises $332.27mn in regulatory assets under management held in 2 SEC fund types across 2 investment strategies. CAERUS INVESTMENT 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 50.06% over the last 5-years.
The Group has been registered with the SEC for 11.49 years and is comprised of 2 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 251 SOUTH LAKE AVE SUITE 800, PASADENA, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 9 employees comprised of 4 investment and 5 non-investment staff. The total number of Employees increased by 125% over the last 5-years.
Their $332.27mn in assets advised are owned by 19 private funds, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $239.57mn or 72.1% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $92.7mn or 27.9% of Total Assets.
The Group's top investment strategies include Traditional LBO and Early Stage, representing 73.51% and 26.49% of total assets, respectively.
They advise 2 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
CAERUS INVESTMENT 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.