Aureus Asset Management, LLC
● SEC registered since 2005CRD 136674SEC# 801-64723Boston, MA
Ranks #962 of 5,980 private fund managers by regulatory AUM.
Reg. AUM
$8.4B
Fund GAV
$182.6M
Private funds
4
Employees
14
Accounts
954
Location
Boston, MA
About Aureus Asset Management
Aureus Asset Management is an independent wealth management firm offering personalized advice and family office services for individuals, families, and institutions. It blends investment management, planning, and tailored counsel aimed at multi-generational client relationships.
Summary based on the firm’s website.
Aureus Asset Management, LLC assets under management
Aureus Asset Management, LLC operates as an SEC-registered investment adviser based in Boston, MA. The firm has been registered since 2005. It reports $8.4 billion in regulatory assets under management and employs 14 people. Aureus Asset Management, LLC manages 4 private funds with combined gross assets of $182.6 million, including Aureus Hedged Opportunities Series. By regulatory assets, it ranks 962 of 5,980 private fund managers.
Aureus Asset Management, LLC private funds
4 funds · $182.6M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Aureus Hedged Opportunities Series | Hedge | $61.8M | $100K |
| Aureus Absolute Return Strategy Series | Hedge | $59.6M | $100K |
| Aureus International Strategy Series | Hedge | $35.3M | $100K |
| Aureus Directional Strategy Series | Hedge | $25.9M | $100K |
Aureus Asset Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aureus Holdings, LLC Control | Owner | Over 75% | 2005 |
| Brennan Michael Jones | Coo, Cco, Cfo | Under 5% | 2020 |
| Thaddeus Hallock Davis Control | President, Ceo | Under 5% | 2005 |
| Thaddeus Hallock Davis Control | Member | 25-50% | 2005 |
Frequently asked questions
How much does Aureus Asset Management, LLC manage?
Aureus Asset Management, LLC reports $8.4 billion in regulatory assets under management on its Form ADV.
How many private funds does Aureus Asset Management, LLC manage?
Aureus Asset Management, LLC manages 4 private funds with combined gross assets of $182.6 million.
How many employees does Aureus Asset Management, LLC have?
Aureus Asset Management, LLC reports 14 employees.
Where is Aureus Asset Management, LLC located?
Aureus Asset Management, LLC is based in Boston, MA and has been SEC-registered since 2005.
Does Aureus Asset Management, LLC disclose fund performance?
Aureus Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | One Winthrop Square, Boston, MA 02110 |
| Phone | 617.728.8900 |
| Fax | 617.728.8901 |
| Office hours | 8:00 a.m. - 5:30 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$8.4B▲ 8%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 9%
Larger than 91% of 16,389 advisers
AUM vs fund managersTop 16%
Larger than 84% of 5,980 private-fund managers
Number of fundsTop 46%
More funds than 54% of fund managers
EmployeesTop 32%
More than 68% of 16,799 advisers
Assets under management
$8.4Bregulatory AUM
Discretionary $2.18BNon-discretionary $6.22B