AURELIUS FAMILY OFFICE, LLC
Adviser information for AURELIUS FAMILY OFFICE, LLC last updated from Form ADV on March 16th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New Hampshire, United States |
Employees
| Total Number of Employees | 9 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 601 | $237.3M |
| Non-Discretionary | 0 | $0 |
| Total | 601 | $237.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 94 | $29.9M |
| HNW Individuals | 67 | $200.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $7.0M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesFINANCIAL CONSULTING SERVICES |
|---|---|
| Compensation | % of AUMHourly charges |
Identifiers
| SEC RIA File Number | 801-126682 |
|---|---|
| SEC ERA File Number | 801-126682 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 323016 |
| Legal Entity Identifier | None |
Principal Office
264 SOUTH RIVER ROADSUITE 482
BEDFORD
NH
United States
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: 603-413-6060, Fax: 603-602-8055
Chief Compliance Officer
BRENDA WINSLOW
CHIEF OPERATIONS OFFICER
1675 CHATHAM AVE NE
NORTH CANTON
OH
United States
Tel:
603-602-8550
B*************@***********T
(Full email address available in API data)
Regulatory Contact
MARK WITASCHEK
OWNER
264 SOUTH RIVER ROAD
BEDFORD
NH
United States
Tel:
603-413-6060
M*************@***********T
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WITASCHEK, MARK, ANDREW | Individual | – | MEMBER | 08/2021 | > 75% |
| Winslow, Brenda, Lee | Individual | – | CHIEF COMPLIANCE OFFICER | 07/2022 | < 5% |