TAURUS CAPITAL ADVISORS, LLC
Adviser information for TAURUS CAPITAL ADVISORS, LLC last updated from Form ADV on March 29th, 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 | Oregon, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| 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 | 514 | $147.3M |
| Non-Discretionary | 10 | $5.1M |
| Total | 524 | $152.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 234 | $46.6M |
| HNW Individuals | 30 | $82.8M |
| 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 | 10 | $6.9M |
| Charitable organizations | 4 | $14.4M |
| 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 | 3 | $1.8M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 246 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMHourly charges |
| Other Business Activities | Accountant or accounting firm |
Identifiers
| SEC RIA File Number | 801-127840 |
|---|---|
| SEC ERA File Number | 801-127840 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 137633 |
| Legal Entity Identifier | None |
Principal Office
16325 BOONES FERRY ROADSUITE 203
LAKE OSWEGO
OR
United States
Monday - Friday, 8:00-4:00PM
Tel: 503-658-9529, Fax: None
Chief Compliance Officer
GREGORY SALIBA
PRESIDENT, MANAGING MEMBER
16325 BOONES FERRY ROAD
SUITE 203
LAKE OSWEGO
OR
United States
Tel:
503-658-9529
S*****@************M
(Full email address available in API data)
Regulatory Contact
JULIE CONNOR
VICE PRESIDENT
16325 BOONES FERRY ROAD
SUITE 203
LAKE OSWEGO
OR
United States
Tel:
503-658-9532
J****@************M
(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 |
|---|---|---|---|---|---|
| SALIBA, GREGORY, GILBERT | Individual | – | PRESIDENT/CHIEF COMPLIANCE OFFICER | 10/2005 | > 75% |