CAERUS INVESTMENT ADVISORS, LLC
CRD #171716 SEC #801-110401 650-906-7666
SEC Registered Private Funds
Total AUM
$194.6M
Discretionary
$130.9M
Employees
6
Clients
0
Accounts
127
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $194.6M | $130.9M | $63.7M | 6 | 0 |
| Jun 2025 | $194.6M | $130.9M | $63.7M | 6 | 0 |
| Mar 2025 | $194.6M | $130.9M | $63.7M | 6 | 0 |
| Mar 2025 | $206.4M | $131.8M | $74.6M | 5 | 0 |
| Mar 2024 | $206.4M | $131.8M | $74.6M | 5 | 0 |
| Feb 2023 | $204.4M | $127.1M | $77.2M | 5 | 0 |
| Feb 2023 | $195.1M | $136.8M | $58.4M | 5 | 0 |
| Sep 2022 | $195.1M | $136.8M | $58.4M | 5 | 0 |
| Jan 2022 | $204.4M | $149M | $55.4M | 5 | 0 |
| Jan 2022 | $204.4M | $149M | $55.4M | 5 | 0 |
| Mar 2021 | $221.4M | $151.2M | $70.2M | 4 | 0 |
| Jul 2020 | $175.6M | $136M | $39.6M | 6 | 0 |
| May 2020 | $175.6M | $136M | $39.6M | 6 | 0 |
| Feb 2020 | $175.6M | $136M | $39.6M | 6 | 0 |
| Jul 2019 | $151.1M | $109M | $42.1M | 4 | 0 |
| Mar 2019 | $151.1M | $109M | $42.1M | 4 | 0 |
| Jul 2018 | $125.3M | $119.3M | $6M | 2 | 0 |
| Feb 2018 | $125.3M | $119.3M | $6M | 2 | 0 |
| Oct 2017 | $106.3M | $100.7M | $5.6M | 3 | 0 |
| Apr 2017 | $106.7M | $106.7M | $0 | 3 | 26 |
| Apr 2017 | $106.7M | $106.7M | $0 | 3 | 26 |
| Feb 2015 | $22M | $22M | $0 | 1 | 26 |
| Jan 2015 | $22M | $22M | $0 | 1 | 0 |
| Jan 2015 | $22M | $22M | $0 | 1 | 0 |
| Sep 2014 | $0 | $0 | $0 | 1 | 0 |
| Aug 2014 | $0 | $0 | $0 | 1 | 0 |
DateJun 2025
Total AUM$194.6M
Discretionary$130.9M
Non-Disc.$63.7M
Employees6
Clients0
DateJun 2025
Total AUM$194.6M
Discretionary$130.9M
Non-Disc.$63.7M
Employees6
Clients0
DateMar 2025
Total AUM$194.6M
Discretionary$130.9M
Non-Disc.$63.7M
Employees6
Clients0
DateMar 2025
Total AUM$206.4M
Discretionary$131.8M
Non-Disc.$74.6M
Employees5
Clients0
DateMar 2024
Total AUM$206.4M
Discretionary$131.8M
Non-Disc.$74.6M
Employees5
Clients0
DateFeb 2023
Total AUM$204.4M
Discretionary$127.1M
Non-Disc.$77.2M
Employees5
Clients0
DateFeb 2023
Total AUM$195.1M
Discretionary$136.8M
Non-Disc.$58.4M
Employees5
Clients0
DateSep 2022
Total AUM$195.1M
Discretionary$136.8M
Non-Disc.$58.4M
Employees5
Clients0
DateJan 2022
Total AUM$204.4M
Discretionary$149M
Non-Disc.$55.4M
Employees5
Clients0
DateJan 2022
Total AUM$204.4M
Discretionary$149M
Non-Disc.$55.4M
Employees5
Clients0
DateMar 2021
Total AUM$221.4M
Discretionary$151.2M
Non-Disc.$70.2M
Employees4
Clients0
DateJul 2020
Total AUM$175.6M
Discretionary$136M
Non-Disc.$39.6M
Employees6
Clients0
DateMay 2020
Total AUM$175.6M
Discretionary$136M
Non-Disc.$39.6M
Employees6
Clients0
DateFeb 2020
Total AUM$175.6M
Discretionary$136M
Non-Disc.$39.6M
Employees6
Clients0
DateJul 2019
Total AUM$151.1M
Discretionary$109M
Non-Disc.$42.1M
Employees4
Clients0
DateMar 2019
Total AUM$151.1M
Discretionary$109M
Non-Disc.$42.1M
Employees4
Clients0
DateJul 2018
Total AUM$125.3M
Discretionary$119.3M
Non-Disc.$6M
Employees2
Clients0
DateFeb 2018
Total AUM$125.3M
Discretionary$119.3M
Non-Disc.$6M
Employees2
Clients0
DateOct 2017
Total AUM$106.3M
Discretionary$100.7M
Non-Disc.$5.6M
Employees3
Clients0
DateApr 2017
Total AUM$106.7M
Discretionary$106.7M
Non-Disc.$0
Employees3
Clients26
DateApr 2017
Total AUM$106.7M
Discretionary$106.7M
Non-Disc.$0
Employees3
Clients26
DateFeb 2015
Total AUM$22M
Discretionary$22M
Non-Disc.$0
Employees1
Clients26
DateJan 2015
Total AUM$22M
Discretionary$22M
Non-Disc.$0
Employees1
Clients0
DateJan 2015
Total AUM$22M
Discretionary$22M
Non-Disc.$0
Employees1
Clients0
DateSep 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateAug 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0