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Aureus Asset Management, LLC

● SEC registered since 2005CRD 136674SEC# 801-64723Boston, MA
Export (members)
Ranks #957 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$8.4B
Fund GAV
$182.6M
Private funds
4
Employees
14
Accounts
954
Location
Boston, MA

Aureus Asset Management, LLC assets under management

Aureus Asset Management, LLC operates as an SEC-registered investment adviser based in Boston, MA. The firm has been registered since 2005. It reports $8.4 billion in regulatory assets under management and employs 14 people. Aureus Asset Management, LLC manages 4 private funds with combined gross assets of $182.6 million, including Aureus Hedged Opportunities Series. By regulatory assets, it ranks 957 of 6,004 private fund managers.

Aureus Asset Management, LLC private funds

4 funds · $182.6M GAV
FundTypeGross assetsMin.
Aureus Hedged Opportunities SeriesHedge$61.8M$100K
Aureus Absolute Return Strategy SeriesHedge$59.6M$100K
Aureus International Strategy SeriesHedge$35.3M$100K
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Aureus Asset Management, LLC owners & executives

7 reported
NameTitleOwnershipSince
Brennan Michael JonesMember, Coo, Cco10-25%2020
Carlos J. ShiguetaMember5-10%2016
Gina L. KoprowskiMemberUnder 5%2015
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Frequently asked questions

How much does Aureus Asset Management, LLC manage?

Aureus Asset Management, LLC reports $8.4 billion in regulatory assets under management on its Form ADV.

How many private funds does Aureus Asset Management, LLC manage?

Aureus Asset Management, LLC manages 4 private funds with combined gross assets of $182.6 million.

How many employees does Aureus Asset Management, LLC have?

Aureus Asset Management, LLC reports 14 employees.

Where is Aureus Asset Management, LLC located?

Aureus Asset Management, LLC is based in Boston, MA and has been SEC-registered since 2005.

Does Aureus Asset Management, LLC disclose fund performance?

Aureus Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressOne Winthrop Square, Boston, MA 02110
Phone617.728.8900
Fax617.728.8901
Office hours8:00 a.m. - 5:30 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Regulatory AUM

$8.4B▲ 8%
Mar '25 — $7.76BApr '25 — $7.76BMay '25 — $7.76BJun '25 — $7.76BJul '25 — $7.76BAug '25 — $7.76BSep '25 — $7.76BOct '25 — $7.76BNov '25 — $7.76BDec '25 — $7.76BJan '26 — $7.76BFeb '26 — $7.76BMar '26 — $8.4BApr '26 — $8.4BMay '26 — $8.4BJun '26 — $8.4B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 9%
Larger than 91% of 16,271 advisers
AUM vs fund managersTop 16%
Larger than 84% of 6,004 private-fund managers
Number of fundsTop 46%
More funds than 54% of fund managers
EmployeesTop 32%
More than 68% of 16,825 advisers

Assets under management

$8.4Bregulatory AUM
Discretionary $2.18BNon-discretionary $6.22B

Service providers