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AUREUS ASSET MANAGEMENT, LLC
CRD 136674 · SEC 801-64723
ONE WINTHROP SQUARE, BOSTON, MA, 02110, United States
Phone
617.728.8900
Fax
617.728.8901
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$8.40B
Discretionary AUM
$2.18B
Team
14 total employees; 10 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 61 | $36.0M |
| High net worth individuals | 278 | $2.13B |
| Pension/profit sharing plans | 6 | $32.2M |
| Charitable organizations | 17 | $6.20B |
States served
MA
All web addresses on file
Official SEC filing: View on IAPD