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| Aurelius Family Office LLC
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|
|---|---|
| CRD # | 323016 |
| SEC # | 801-126682 |
| CIK # | 0002053738 |
| AUM | $315.3 M (2026-03-04) |
| Employees | 8 (12% Investors, 0% Brokers) |
| Phone | 603-413-6060 |
| Address | 3 Executive Park Drive Bedford, NH 03110 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 81 | 31.0 |
| (b) Individuals (high net worth individuals) | 84 | 273.5 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 10.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 167 | 315.3 |
| By Discretionary | ||
| Discretionary | 166 | 304.9 |
| Non-Discretionary | 1 | 10.4 |
| Total | 167 | 315.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 315.3 | |
| Total | 167 | 315.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002053738] |
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