AUREUS ADVISORS INC.

Thesis

Aureus Advisors Inc. is a financial advisory firm registered as an Exempt Reporting Adviser (ERA) with the SEC, focusing on investment advisory services, portfolio management, and financial planning. While not specifying a venture capital or private equity investment thesis, its affiliate, Aureus Asset Management, LLC, employs a 'Contemporary Wealth Management' approach. This strategy combines traditional principles like diversification, fundamental research, and risk management with a global outlook. Notably, Aureus Asset Management strategically incorporates private market funds such as private equity, venture capital, private credit, private real estate, and private infrastructure into client asset allocations. The firm manages one reported private fund with a Total Gross Asset Value of $100 million, categorized as a Private Equity Fund. Aureus Asset Management, LLC, reported total assets under advisement of $7.76 billion as of December 31, 2024, with $2.02 billion under full discretion and $5.74 billion advised but not fully discretionary. As of March 31, 2026, Aureus Asset Management, LLC had discretionary assets under management (AUM) of $2,178,820,224.