AURORA INVESTMENT COUNSEL
Adviser information for AURORA INVESTMENT COUNSEL last updated from Form ADV on March 11th, 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 | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Georgia, United States |
Employees
Total Number of Employees | 4 |
---|---|
Investment Advisory/Research | 3 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 2 |
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 | 60 | $214.8M |
Non-Discretionary | 1 | $4.6M |
Total | 61 | $219.3M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 48 | $116.3M |
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 | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 12 | $98.5M |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 1 | $4.6M |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 26-50 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
---|---|
Compensation | % of AUM |
Principal Office
3350 RIVERWOOD PARKWAY, SUITE #2205ATLANTA
GA
United States
Monday - Friday, 8:30AM - 5:30PM
Tel: 770.226.5323, Fax: 678.202.0484
Websites
Chief Compliance Officer
DAVID J. YUCIUS, JR.
PRESIDENT/CCO
3350 RIVERWOOD PARKWAY
SUITE 2205
ATLANTA
GA
United States
Tel:
770.226.5323
Fax:
678.202.0484
D***@****************M
(Full email address available in API data)
Regulatory Contact
MICHAEL DOYLE
VICE PRESIDENT
3350 RIVERWOOD PARKWAY, SUITE #2205
ATLANTA
GA
United States
Tel:
770 226-5322
Fax:
404 202-0484
M***@****************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 |
---|---|---|---|---|---|
YUCIUS, DAVID, JOHN | Individual | – | PRESIDENT/CCO | 12/2000 | > 75% |
DOYLE, MICHAEL, THOMAS | Individual | – | VOTING | 01/2009 | 25-50% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 22nd, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ASML Holding N.V. | COM | 228K | 223 | – |
Acuity Brands, Inc. | COM | 748K | 3K | – |
Alamo Group Inc. | COM | 979K | 6K | – |
Allegro MicroSystems, Inc. | COM | 2M | 56K | – |
Amphastar Pharmaceuticals, Inc | COM | 2M | 54K | – |
Apple Hospitality REIT, Inc. | COM | 1M | 76K | – |
Arch Capital Group | COM | 1M | 14K | – |
AstraZeneca PLC | COM | 3M | 39K | – |
Atlanta Braves Holdings, Inc. | COM | 2M | 46K | – |
Bloomin' Brands, Inc. | COM | 400K | 21K | – |
Booking Holdings Inc. | COM | 3M | 770 | – |
Brady Corp. | COM | 2M | 32K | – |
CF Industries Holdings, Inc. | COM | 2M | 22K | – |
CME Group Inc. | COM | 3M | 13K | – |
Carrier Global Corporation | COM | 3M | 41K | – |
Cencora, Inc. | COM | 2M | 7K | – |
ChampionX Corporation | COM | 2M | 57K | – |
Charles Schwab Corp. | COM | 2M | 28K | – |
Chart Industries, Inc. | COM | 1M | 8K | – |
Chemours Company | COM | 298K | 13K | – |
Chesapeake Energy | COM | 962K | 12K | – |
Cincinnati Financial Corp. | COM | 2M | 14K | – |
Cisco Systems Inc. | COM | 2M | 41K | – |
Coca-Cola Consolidated, Inc. | COM | 2M | 1K | – |
Corpay, Inc. | COM | 2M | 9K | – |
Crocs, Inc. | COM | 876K | 6K | – |
Crown Holdings, Inc. | COM | 201K | 3K | – |
Cummins Inc. | COM | 2M | 6K | – |
Darden Restaurants, Inc. | COM | 2M | 12K | – |
Diamondback Energy, Inc. | COM | 2M | 8K | – |
Dover Corp. | COM | 2M | 11K | – |
Dropbox, Inc. | COM | 747K | 33K | – |
EPAM Systems, Inc. | COM | 1M | 6K | – |
EastGroup Properties, Inc. | COM | 2M | 10K | – |
Electronic Arts Inc. | COM | 1M | 9K | – |
Emerson Electric | COM | 2M | 20K | – |
Enersys | COM | 2M | 20K | – |
Equity Commonwealth 6.5 percent Pfd | COM | 934K | 38K | – |
Evolution AB | COM | 2M | 19K | – |
Expedia Group, Inc. | COM | 2M | 15K | – |
First Merchants Corporation | COM | 1M | 36K | – |
Fiserv Inc. | COM | 928K | 6K | – |
Fox Corporation - Class B | COM | 2M | 56K | – |
Gaming and Leisure Properties, | COM | 2M | 38K | – |
General Mills, Inc. | COM | 820K | 13K | – |
Global Payments Inc | COM | 1M | 11K | – |
Globus Medical, Inc. | COM | 2M | 31K | – |
Goldman Sachs Group, Inc. | COM | 2M | 4K | – |
Halozyme Therapeutics, Inc. | COM | 2M | 45K | – |
Henry Schein, Inc. | COM | 1M | 20K | – |
Hershey Company | COM | 2M | 10K | – |
Host Hotels & Resorts, Inc. | COM | 2M | 96K | – |
Humana Inc. | COM | 642K | 2K | – |
IDACORP, Inc. | COM | 789K | 8K | – |
IES Holdings, Inc. | COM | 399K | 3K | – |
Inter Parfums, Inc. | COM | 2M | 19K | – |
Interpublic Group of Companies | COM | 1M | 51K | – |
John Hancock Financial Opportu | COM | 3M | 89K | – |
Johnson Controls International | COM | 2M | 26K | – |
Juniper Networks, Inc. | COM | 3M | 74K | – |
Kinder Morgan, Inc. | COM | 2M | 112K | – |
Lamar Advertising Company | COM | 3M | 22K | – |
Lantheus Holdings, Inc. | COM | 2M | 30K | – |
Liberty Energy Inc. | COM | 2M | 86K | – |
LyondellBasell Industries N.V. | COM | 2M | 17K | – |
MDU Resources Group, Inc. | COM | 2M | 81K | – |
MGP Ingredients, Inc. | COM | 2M | 29K | – |
MP Materials Corp. | COM | 842K | 66K | – |
Markel Corporation | COM | 1M | 746 | – |
Match Group, Inc. | COM | 2M | 71K | – |
Materion Corporation | COM | 684K | 6K | – |
McCormick & Co. | COM | 587K | 8K | – |
Middleby Corporation | COM | 1M | 12K | – |
Molina Healthcare, Inc. | COM | 2M | 6K | – |
NICE Ltd. | COM | 2M | 11K | – |
NetEase, Inc. | COM | 2M | 25K | – |
Neurocrine Biosciences, Inc. | COM | 1M | 10K | – |
NiSource Inc. | COM | 2M | 63K | – |
OGE Energy Corp. | COM | 1M | 40K | – |
ONEOK, Inc. | COM | 449K | 6K | – |
Orion S.A. | COM | 2M | 96K | – |
PagSeguro Digital Ltd. | COM | 2M | 148K | – |
PayPal Holdings, Inc. | COM | 867K | 15K | – |
Paycom Software, Inc. | COM | 2M | 13K | – |
Pentair plc | COM | 1M | 16K | – |
Pool Corporation | COM | 2M | 5K | – |
QUALCOMM Incorporated | COM | 3M | 13K | – |
Royalty Pharma plc | COM | 1M | 50K | – |
SEI Investments Company | COM | 2M | 25K | – |
Service Corporation Internatio | COM | 467K | 7K | – |
Six Flags Entertainment Corp. | COM | 819K | 15K | – |
Snap-on Incorporated | COM | 920K | 4K | – |
Sportradar Group AG | COM | 2M | 180K | – |
T. Rowe Price Group, Inc. | COM | 399K | 3K | – |
Timken Company | COM | 2M | 23K | – |
Unitil Corporation | COM | 2M | 45K | – |
Vail Resorts, Inc. | COM | 2M | 13K | – |
VeriSign, Inc. | COM | 3M | 15K | – |
Viper Energy Inc. | COM | 2M | 48K | – |
W. R. Berkley Corporation | COM | 2M | 26K | – |
WEC Energy Group, Inc. | COM | 1M | 17K | – |
WEX Inc. | COM | 1M | 7K | – |
WNS Holdings Limited | COM | 2M | 35K | – |
Weyerhaeuser Company | COM | 1M | 37K | – |
XPEL, Inc. | COM | 2M | 46K | – |
YETI Holdings, Inc. | COM | 1M | 35K | – |
ZTO Express (Cayman) Inc. | COM | 2M | 119K | – |