MERUS ADVISORS, LLC

Overview

Merus Advisors, LLC is an independent registered investment adviser operating as a limited liability company with an individual-owner structure. The firm positions itself as a capital allocator that manages portfolios for individuals, families and institutions while also advising on the selection of other advisers. Its business model combines traditional portfolio management with sponsor/GP activity and managing member roles in pooled investment vehicles, which points to a mix of discretionary advisory work and private fund involvement. Fee arrangements include both percentage-of-assets and fixed-fee engagements, and regulatory disclosures indicate the firm does not list ESG investing as an active focus. Merus Advisors emphasizes using third-party managers and pooled vehicles when appropriate, reflecting a multi-manager approach rather than concentrating solely on in-house proprietary products.

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Location & Offices