CERASUS ADVISORS INC
Adviser information for CERASUS ADVISORS INC last updated from Form ADV on March 6th, 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 | Florida, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| 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 | 37 | $147.9M |
| Non-Discretionary | 1 | $39.3M |
| Total | 38 | $187.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 24 | $8.8M |
| HNW Individuals | 12 | $163.4M |
| 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 | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $14.8M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 47 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-70827 |
|---|---|
| SEC ERA File Number | 801-70827 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 152113 |
| Legal Entity Identifier | 549300AJU8XIOO2GRU66 |
Principal Office
833 HERITAGE DRWESTON
FL
United States
Monday - Friday, 9-4
Tel: 669-237-2787, Fax: None
Chief Compliance Officer
ALEX DALMADY
833 HERITAGE DR
WESTON
FL
United States
Tel:
669-237-2787
C*********@******************M
(Full email address available in API data)
Regulatory Contact
ALEX DALMADY
833 HERITAGE DR
WESTON
FL
United States
Tel:
669-237-2787
A****@******************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 |
|---|---|---|---|---|---|
| DALMADY, ALEX | Individual | – | CHIEF COMPLIANCE OFFICER | 04/2003 | > 75% |
| DALMADY, ALEX | Individual | – | PRESIDENT | 04/2003 | > 75% |