Aureus Capital

Overview

Aureus Capital is a small, independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm focuses on financial planning and portfolio management for individuals and small businesses and charges a mix of percentage-of-AUM, hourly and fixed fees. Its client base and service model indicate a boutique advisory practice rather than a multi-state or institutional consultant; the firm is not a pension consultant, not a capital allocator, and it does not self-identify as an active ESG investor. Investment activity centers on equity exposure delivered through exchange-traded instruments. The firm’s stated allocation preference is equities, and its reported use of custodial platforms suggests direct access to US and international markets. For alternative exposure Aureus Capital relies on third-party managers and vehicles rather than direct private equity placement or proprietary funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices