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| Aureus Asset Management LLC
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| CRD # | 136674 |
| SEC # | 801-64723 |
| CIK # | 0001381296 |
| AUM | 8,396.8 M (2026-03-31) |
| Employees | 14 (71% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 617-728-8900 |
| Address | One Winthrop Square Boston, MA 02110 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001381296 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 72.7 | ||
| Microsoft Corp | 71.8 | ||
| Apple Inc | 60.7 | ||
| Amazon Com Inc | 58.9 | ||
| Applied Materials Inc /DE | 57.9 | ||
| Schwab Charles Corp | 56.9 | ||
| FPL Group Inc | 55.7 | ||
| Linde PLC | 52.9 | ||
| Visa Inc | 52.6 | ||
| Progressive Waste Solutions Ltd | 51.1 | ||
| Broadcom Inc | 48.2 | ||
| Nvidia Corp | 43.9 | ||
| Facebook Inc | 43.3 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 40.9 | ||
| Westinghouse Air Brake Technologies Corp | 40.2 | ||
| McGraw-Hill Companies Inc | 37.9 | ||
| Thermo Fisher Scientific Inc | 37.4 | ||
| Abbott Laboratories | 34.1 | ||
| UnitedHealth Group Inc | 34.0 | ||
| American Express Co | 33.6 | ||
| Blackstone Group LP | 28.4 | ||
| Consol Energy Inc | 27.6 | ||
| Apollo Global Management Inc | 27.4 | ||
| Flowserve Corp | 26.3 | ||
| American Water Works Company Inc | 22.7 | ||
| Oracle Corp | 20.8 | ||
| Boston Scientific Corp | 16.0 | ||
| Alphabet Inc | 13.7 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Aureus Hedged Opportunities Series | 2026-03-31 | 61.8 M | |
| HF | Aureus Absolute Return Strategy Series | 2015-04-01 | 59.6 M | |
| HF | Aureus Directional Strategy Series | 2015-04-01 | 25.9 M | |
| HF | Aureus International Strategy Series | 2015-04-01 | 35.3 M | |
| HF | Aureus Fund II LLC | 2013-03-28 | 31.9 M | |
| HF | Aureus Fund I LLC | 2013-03-28 | 55.0 M |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 61 | 0.0 |
| (b) Individuals (high net worth individuals) | 278 | 2.1 |
| (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 | 6 | 0.0 |
| (h) Charitable organizations | 17 | 6.2 |
| (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 | 954 | 8.4 |
| By Discretionary | ||
| Discretionary | 914 | 2.2 |
| Non-Discretionary | 40 | 6.2 |
| Total | 954 | 8.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 8.4 | |
| Total | 954 | 8.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001381296] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.7B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
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