AURELIUS INVESTMENT ADVISORY LIMITED
Adviser information for AURELIUS INVESTMENT ADVISORY LIMITED last updated from Form ADV on March 28th, 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 | United Kingdom |
Employees
Total Number of Employees | 0 |
---|---|
Investment Advisory/Research | 0 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 0 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | No |
---|
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 0 | $0 |
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 | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | – |
---|---|
Compensation | – |
Identifiers
SEC RIA File Number | 802-121748 |
---|---|
SEC ERA File Number | 802-121748 |
SEC CIK Numbers | None |
SEC CRD Numbers | 314916 |
Legal Entity Identifier | None |
Principal Office
6TH FLOOR, 33 GLASSHOUSE STREETLONDON
United Kingdom
Monday - Friday, 9-5PM
Tel: 00 44 20 7440 0480, Fax: None
Chief Compliance Officer
NoneIndustry Affiliates
AURELIUS EUROPEAN OPPORTUNITES GP S.A.R.L. | Sponsor, GP, manager of pooled investment vehicles |
AURELIUS INVESTMENT ADVISORY AB | Other investment adviser, including financial planners |
AURELIUS INVESTMENT ADVISORY AG | Other investment adviser, including financial planners |
AURELIUS INVESTMENT ADVISORY BV | Other investment adviser, including financial planners |
AURELIUS INVESTMENT ADVISORY S.R.L. | Other investment adviser, including financial planners |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
AURELIUS EUROPEAN OPPORTUNITIES IV, S.C.A. SICAV-RAIF | Private Equity Fund | $192.3M | $11.0M | 30 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
Nagler, Tristan, Howard | Individual | – | DIRECTOR | 02/2021 | < 5% |
AURELIUS INVESTMENTS LIMITED | Foreign Entity | – | SHAREHOLDER | 02/2021 | 25-50% |
AURELIUS EMPLOYEE POOL LIMITED | Foreign Entity | – | SHAREHOLDER | 02/2021 | 50-75% |
AURELIUS EQUITY OPPORTUNITES SE & CO KGAA | Foreign Entity | AURELIUS INVESTMENTS LIMITED | SHAREHOLDER | 02/2021 | > 75% |
AURELIUS GROWTH INVESTMENTS S.A.R.L | Foreign Entity | AURELIUS EMPLOYEE POOL LIMITED | SHAREHOLDER | 01/2021 | 50-75% |
Markus, Dirk | Individual | – | FOUNDER | 02/2021 | < 5% |
Markus, Dirk | Individual | AURELIUS GROWTH INVESTMENTS S.A.R.L | LEGAL TUTOR TO BENEFICIAL OWNER | 02/2021 | > 75% |