LOCUS INVESTMENT GROUP, LTD.

Overview

Locus Investment Group, Ltd. is an institutional-focused investment adviser that concentrates on actively managed pooled investment vehicles and separately managed accounts. Registered with the SEC since 2018 and owned by an individual, the firm runs strategies that favor public equities as the primary allocation but also uses closed structures it sponsors or manages. Its fee model combines a percentage of assets under management with performance-based fees, which aligns compensation to outperformance and suggests active, outcome-oriented portfolio construction. The firm’s advisory activity centers on portfolio management for pooled investment vehicles and it functions as sponsor, general partner and managing member for those vehicles. Locus does not position itself as an ESG-focused or multi-state adviser and does not report pension consulting or related-adviser activities. With a concentrated client base, the investment program appears designed for deep, institution-scale mandates that require custom portfolio implementation and manager-level oversight.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices