Pelorus Capital Management, LLC

RIASEC RegisteredEst. 2026
Total AUM
Avg account
$0
Accounts
0
Employees
9
Advisory reps
0

Firm details

Headquarters
Irvine, California
CRD number
342820
Registered since
July 13, 2026
Fee structure
Percentage of AUM, Fixed Fees
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Pelorus Capital Management, LLC is a recently established limited liability company that registered as an SEC adviser in 2026. The firm combines advisory work with insurance brokerage services and identifies itself as a capital allocator. Its client-facing offerings include financial planning and discretionary portfolio management for individuals, small businesses, and institutional or business clients, along with the selection of other advisers. Compensation is billed via a percentage of assets under management and through fixed fees. The firm does not report active ESG investing activity and is not flagged as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Irvine, CA

Orange

Location

Irvine, CA

Headquartered in Irvine, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
7700 Irvine Center Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth