Locus Investment Group, Ltd.

Overview

Locus Investment Group, Ltd. is an institutional registered investment adviser organized as a corporation and registered with the SEC in 2018. The firm serves institutional clients and focuses on portfolio management for pooled investment vehicles; it also sponsors and serves as a general partner/managing member of pooled vehicles it advises. Ownership is held by an individual, and the adviser’s fee model combines a percentage of assets under management with performance-based fees. Locus does not identify as an active ESG investor, is not multistate-registered as an adviser, and does not market itself as a pension consultant or a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives