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Arcus Capital Partners LLC
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CRD # | 147346 |
SEC # | 801-69325 |
CIK # | 0001651960 |
AUM | $2.4 BB (2024-03-28) |
Employees | 12 (50% Investors, 0% Brokers) |
Phone | 404-949-2111 |
Address | 3060 Peachtree Road NW Atlanta, GA 30305 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
DFH | 980.5 | 46.4 | |
KO | 269,985.6 | 40.3 | |
CELH | 4,802.8 | 9.5 | |
GSBD | 1,787.2 | 6.1 | |
AAPL | 2,382,844.0 | 3.4 | |
AXP | 107,077.6 | 2.7 | |
WDAY | 36,639.5 | 2.5 | |
GS | 102,858.9 | 2.3 | |
MS | 136,724.0 | 2.3 | |
ELF | 1,495.5 | 2.1 | |
View All |
Holdings by Sector ($MM) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
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Other | Arcus Absolute Return Fund LP | 2024-03-28 | 0.5 | |
Other | Arcus Elbrus 179 LLC | [2022-03-31] | 8.3 | 0.8 |
HF | Arcusbarrow Partners LP | 2017-03-29 | 5.2 |
AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 58 | 0.0 |
(b) Individuals (high net worth individuals) | 322 | 1.7 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 2 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.1 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 15 | 0.6 |
(n) Other | 0 | 0.0 |
Total | 1,513 | 2.4 |
By Discretionary | ||
Discretionary | 1,507 | 2.2 |
Non-Discretionary | 6 | 0.2 |
Total | 1,513 | 2.4 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 2.4 | |
Total | 1,513 | 2.4 |
Form D Directors | # Filings | # Firms | 2011 - 2024 |
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W Singletary II | 2 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001651960] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Alpha Cubed Investments LLC
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|
CA | 2.5 |
Hudson Edge Investment Partners Inc
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|
NJ | 2.5 |
SBB Research Group LLC
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IL | 2.5 |
Litman Gregory Wealth Management LLC
✚
|
CA | 2.4 |
Acorn Advisory Capital LP
✚
|
NY | 2.4 |
Old Orchard Capital Management LP
✚
|
NY | 2.4 |
Berkshire Asset Management LLC
✚
|
PA | 2.3 |
Port Capital LLC
✚
|
IL | 2.3 |
Zazove Associates LLC
✚
|
NV | 2.3 |
Cambria Investment Management LP
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|
CA | 2.2 |