Metaurus Advisors LLC

RIASEC RegisteredEst. 2021
Total AUM
$1.6B
Discretionary
$1.6B
100% of AUM
Avg account
$316M
Accounts
5
Employees
8
Advisory reps
5

Firm details

Headquarters
Westport, Connecticut
CRD number
314425
Registered since
May 12, 2021
Custodians
THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies94.27%
  • Other4.58%
  • Pooled Investment Vehicles1.15%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Metaurus Advisors LLC is a SEC-registered investment adviser formed as an LLC in 2021 that operates as a hedge fund manager serving institutional clients. The firm charges asset-based fees and performance fees, and its business activities include acting as a commodity pool operator/commodity trading advisor (CPO/CTA) and as a salesperson of other financial products. On the advisory side Metaurus provides portfolio management for investment companies, pooled investment vehicles, and for businesses or institutions. It is not described as an active ESG investor, a multi-state adviser, or a pension consultant. The firm is organized as a domestic entity and reports both sponsor/GP/managing-member activity in pooled vehicles and registration as a CPO/CTA.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 98%, Derivatives 2%98%
  • Cash & Cash Equivalents98%
  • Derivatives2%

Owners & executives

3 of 3
  • Richard Sandulli

    Richard Sandulli

    Co-ceoCRD 1555067

  • Donald Callahan

    Donald Callahan

    CFOCRD 1391439

  • Richard Silva

    Richard Silva

    Partner, Chief Investment OfficerCRD 2091006

Contacts

2 of 2
  • Jamie Greenwald

    Jamie Greenwald

    Managing DirectorCRD 1565488

  • Ari Burstein

    Ari Burstein

    Managing DirectorCRD 5654381

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Westport, CT

Fairfield

Location

Westport, CT

Headquartered in Westport, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
61 Wilton Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth