Pelorus Capital Management, LLC
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
FINTRXOverview
Pelorus Capital Management, LLC is a recently formed SEC-registered advisory firm organized as an LLC; its SEC registration is listed in 2026. The firm combines advisory services with insurance-broker activities and is identified as a capital allocator. Its advisory scope includes financial planning and discretionary portfolio management for individuals, small businesses, and institutional/business clients, and it offers selection-of-other-advisers services, indicating it may place client assets with third-party managers in addition to direct management. The firm’s compensation approach includes both assets-under-management fees and fixed-fee arrangements. Pelorus does not identify as an active ESG investor, is not registered as a multi-state adviser, and does not list pension consulting or related-adviser relationships in the available record. The combination of insurance broking and advisory services suggests a cross-disciplinary client offering at launch.
Assets & Accounts
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 3
William Hargrove
Partner, Portfolio ManagerCRD 4898742

Joseph Volz
Managing PartnerCRD 3061366

Anne Norris
Partner, Financial AdvisorCRD 2424404
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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