The AUREUS ASSET MANAGEMENT, LLC is a privately held investment adviser that advises $8.58Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. AUREUS ASSET MANAGEMENT, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 68.13% over the last 5-years.
The Group has been registered with the SEC for 20.84 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at ONE WINTHROP SQUARE, BOSTON, MASSACHUSETTS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 14 employees comprised of 10 investment and 4 non-investment staff. The total number of Employees increased by 27.27% over the last 5-years.
Their $8.58Bn in assets advised are owned by 4 private funds, 0 public funds and BDCs and 23 other accounts. Assets of Charitable Organizations clients own $6.2Bn or 72.28% of Total Assets and High Net Worth Individuals own $2.13Bn or 24.79% of Total Assets.
The Group's top investment strategies include Fund of Funds, representing 100% of total assets, respectively.
They advise 5 types of clients, top clients are Charitable Organizations and High Net Worth Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
AUREUS ASSET MANAGEMENT, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.