PRIMUS TRUST

Overview

Primus Trust is a small, LLC-structured advisory entity that combines accounting activity with limited portfolio management. Its regulatory snapshot lists the firm as serving an institutional client base, while its advisory services are described as portfolio management for individuals and small businesses. The firm charges a percentage-of-AUM fee and does not identify as an active ESG investor, a multi-state adviser, or a capital allocator. The owner type is listed as an individual and the business profile emphasizes accounting and basic advisory services rather than broad wealth-management infrastructure. Operationally, Primus Trust appears oriented toward holding conservative, liquid positions rather than building diversified model portfolios: the majority of reported assets are cash and cash equivalents. The firm also engages with third-party managers for at least one category of alternatives (real estate), suggesting selective use of external managers rather than an in-house alternatives platform.

Assets & Accounts

Investments & Alternatives

Location & Offices