Primus Trust

Overview

Primus Trust is a privately owned limited liability company operating as an institutional registered investment adviser. The firm bills fees as a percentage of assets under management and lists accounting as a core business activity. Its stated client base is institutional, though its advisory activity includes portfolio management for individuals and small businesses, suggesting the firm may serve a narrow set of institutional clients while also offering direct portfolio services to smaller private clients. Primus Trust does not identify as an active ESG investor, is not multi-state, and does not act as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices