Caerus Investment Advisors, LLC
● SEC registered since 2017CRD 171716SEC# 801-110401
Ranks #5,648 of 6,030 private fund managers by regulatory AUM.
Reg. AUM
$117.2M
Fund GAV
$58.2M
Private funds
15
Employees
5
Accounts
54
Location
—
Caerus Investment Advisors, LLC assets under management
Caerus Investment Advisors, LLC is an SEC-registered investment adviser. The firm has been registered since 2017. It reports $117.2 million in regulatory assets under management and employs 5 people. Caerus Investment Advisors, LLC manages 15 private funds with combined gross assets of $58.2 million, including Crsx III, LLC. By regulatory assets, it ranks 5,648 of 6,030 private fund managers.
Caerus Investment Advisors, LLC private funds
15 funds · $58.2M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Crsx III, LLC | Venture Capital | $10.3M | $10K |
| Crspin, LLC | Venture Capital | $7.7M | $79K |
| Crsnxt, LLC | Venture Capital | $6M | $50K |
| Crsstrp II, LLC | Venture Capital | $5.8M | $2K |
| Crsx, LLC | Venture Capital | $5.2M | $50K |
| Caerus Sx Sp I LLC | Venture Capital | $5M | $5K |
| Crsstrp III, LLC | Venture Capital | $4.8M | $35K |
| Caerus Ficc, LLC | Venture Capital | $3M | $100K |
| Crsstrp, LLC | Venture Capital | $2.6M | $55K |
| Crsx IV, LLC | Venture Capital | $2.1M | $50K |
See all 15 funds — unlock the full record.
Join to unlock · $37/moCaerus Investment Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jessica Nadine Clark Control | Chief Compliance Officer | Under 5% | 2019 |
| Michael Hoi-Ming Cheung Control | Managing Member | Over 75% | 2014 |
Frequently asked questions
How much does Caerus Investment Advisors, LLC manage?
Caerus Investment Advisors, LLC reports $117.2 million in regulatory assets under management on its Form ADV.
How many private funds does Caerus Investment Advisors, LLC manage?
Caerus Investment Advisors, LLC manages 15 private funds with combined gross assets of $58.2 million.
How many employees does Caerus Investment Advisors, LLC have?
Caerus Investment Advisors, LLC reports 5 employees.
Does Caerus Investment Advisors, LLC disclose fund performance?
Caerus Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 323-835-5560 |
| Fax | 484-906-7663 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1862682 |
| Discloses disciplinary history | No |
Regulatory AUM
$117.2M▼ 40%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,306 advisers
AUM vs fund managersTop 94%
Larger than 6% of 6,030 private-fund managers
Number of fundsTop 17%
More funds than 83% of fund managers
EmployeesTop 62%
More than 38% of 16,824 advisers
Assets under management
$117.2Mregulatory AUM
Discretionary $24.5MNon-discretionary $92.7M
Service providers
Administrator