RIA Intelligence

AUREUS ASSET MANAGEMENT, LLC

CRD #136674 SEC #801-64723 BOSTON, MA 617.728.8900
SEC Registered Private Funds
Total AUM
$7.8B
Discretionary
$2B
Employees
14
Clients
25
Accounts
879

AUM Over Time

DateMar 2025
Total AUM$7.8B
Discretionary$2B
Non-Disc.$5.7B
Employees14
Clients0
DateMar 2024
Total AUM$7B
Discretionary$1.7B
Non-Disc.$5.2B
Employees13
Clients0
DateMar 2023
Total AUM$5.9B
Discretionary$1.5B
Non-Disc.$4.4B
Employees14
Clients0
DateMar 2022
Total AUM$6B
Discretionary$1.9B
Non-Disc.$4.1B
Employees13
Clients0
DateMar 2021
Total AUM$5B
Discretionary$1.5B
Non-Disc.$3.5B
Employees11
Clients0
DateJun 2020
Total AUM$3.8B
Discretionary$1.2B
Non-Disc.$2.6B
Employees12
Clients0
DateMar 2020
Total AUM$3.8B
Discretionary$1.2B
Non-Disc.$2.6B
Employees12
Clients0
DateMar 2019
Total AUM$2.8B
Discretionary$907M
Non-Disc.$1.9B
Employees12
Clients0
DateJul 2018
Total AUM$2.3B
Discretionary$914.9M
Non-Disc.$1.4B
Employees12
Clients0
DateMar 2018
Total AUM$2.3B
Discretionary$914.9M
Non-Disc.$1.4B
Employees12
Clients0
DateMar 2017
Total AUM$1.7B
Discretionary$830M
Non-Disc.$870M
Employees12
Clients26
DateMar 2016
Total AUM$1.4B
Discretionary$830M
Non-Disc.$584M
Employees12
Clients26
DateApr 2015
Total AUM$1.3B
Discretionary$804M
Non-Disc.$531M
Employees12
Clients26
DateMar 2014
Total AUM$874.1M
Discretionary$709.7M
Non-Disc.$164.4M
Employees11
Clients26
DateJan 2014
Total AUM$700M
Discretionary$630M
Non-Disc.$70M
Employees11
Clients26
DateOct 2013
Total AUM$700M
Discretionary$630M
Non-Disc.$70M
Employees10
Clients26
DateMar 2013
Total AUM$700M
Discretionary$630M
Non-Disc.$70M
Employees10
Clients26
DateMar 2012
Total AUM$625M
Discretionary$575M
Non-Disc.$50M
Employees6
Clients26
DateMar 2011
Total AUM$550M
Discretionary$500M
Non-Disc.$50M
Employees10
Clients--
DateMar 2010
Total AUM$485.4M
Discretionary$485.4M
Non-Disc.$0
Employees10
Clients--
DateOct 2009
Total AUM$377.5M
Discretionary$377.5M
Non-Disc.$0
Employees10
Clients--
DateFeb 2007
Total AUM$226M
Discretionary$186M
Non-Disc.$40M
Employees10
Clients--
DateJan 2006
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--