Merus Advisors, LLC
Firm details
- Headquarters
- Santa Barbara, California
- CRD number
- 284725
- Website
- www.merusadvisors.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
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.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 5
David Backens
Partner and FounderCRD 5873523

Todd Dawes
Registered RepresentativeCRD 4547462

Kelly Smith
Partner and FounderCRD 3123240
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Santa Barbara, CA
Santa Barbara
Location
Santa Barbara, CA
Headquartered in Santa Barbara, CA, in the West of the United States.
- Region
- West
- County
- Santa Barbara
- Address
- 801 Garden St
- Time zone
- PT (UTC-8)
- Office locations
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