Aureus Asset Management

Finance · Massachusetts, United States · 11-50 Employees

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Overview

Headquarters

1 Winthrop Sq Fl 3 Ste 3, Boston, Massac...

Phone Number

(617) 728-8900

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
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Feb
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ZI Rank
2
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2

About Aureus Asset Management

Aureus Asset Management is an independent investment firm focused on delivering long-term performance and exceptional service to high-net-worth individuals, families, and institutional investors. The firm manages over $7.8 billion in assets and emphasizes transparency and a personalized client experience. Their services include performance-focused investment management, comprehensive wealth management, financial planning, and asset allocation. Aureus is committed to active management grounded in rigorous research and aims to outperform benchmarks over time.Explore more
Aureus Asset Management's Social MediaPopular SearchesAureus Asset ManagementAureus Asset Management LLCAsset Management LLCAureus Fund I LLCAureus Asset Management LtdSIC Code 62,628NAICS Code 52,523Show more

Aureus Asset Management Org Chart

TD
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President & Chief Executive Officer

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Partner, Chief Investment Officer

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Partner, Director of Equity Research

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Aureus Asset Management

<$5M
11-50
Private
-
2005
TD
Thaddeus DavisPresident & CEO
$7.3M
11-50
Private
-
1982
JP
John PeckhamChairman & CEO
$5.5M
11-50
Private
-
2008
JM
Joseph MarrenPresident, CEO & Chief Information Officer
<$5M
1-10
Private
-
1995
KA
Kimberly AdamsManager, Operations
<$5M
1-10
Private
-
-
Ryan Ricedorff, President, Certified Financial & Planner at Tribeca Financial
Ryan RicedorffPresident, Certified Financial & Planner
<$5M
1-10
Private
-
2016
JS
Jonathan ShifferCEO and Chief Investment Officer
<$5M
1-10
Private
-
2008
SM
Sadie McCarthyInvestor Relations Marketing Analyst
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Aureus Asset Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Aureus Asset Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Aureus Asset Management.

Aureus Asset Management Tech Stack

A closer look at the technologies used by Aureus Asset Management

Most Recent Scoops

Event
Person-Based
Todd Basnight, Partner, Research Analyst, has appeared on a podcast called "Business Breakdowns" on 09/18/2024. Topics discussed include Paint giant, vertical integration, capital allocation..
Events, Podcast
Lateral Move
Executive Move
Executive Moves, Lateral Move, Board of Directors
Promotion
Executive Move
Executive Moves, Promotion
Facilities Relocation / Expansion
Facilities Relocation/Expansion
See more scoops

Aureus Asset Management News & Media

  • Aureus Asset Management Appoints Thad Davis as President and Chief Executive Officer

    BOSTON--(BUSINESS WIRE)--Aureus Asset Management (“Aureus” or the “Firm”), an independent investment firm dedicated to delivering long-term performance and unparalleled service to high-net-worth individuals, families, and institutional investors, today announced that Thad Davis has been appointed President and Chief Executive Officer of the Firm. Karen Firestone, Co-Founder of Aureus who previously served as Chairman and Chief Executive, has transitioned to serve as Executive Chairman. Mr. Davi
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Frequently Asked Questions Regarding Aureus Asset Management

What is Aureus Asset Management's official website?
Aureus Asset Management's official website is www.aureus-asset.com
What is Aureus Asset Management's Revenue?
Aureus Asset Management's revenue is <$5 Million
What is Aureus Asset Management's SIC code?
Aureus Asset Management's SIC: 62,628
What is Aureus Asset Management's NAICS code?
Aureus Asset Management's NAICS: 52,523
How many employees does Aureus Asset Management have?
Aureus Asset Management has 11-50 employees
What industry does Aureus Asset Management belong to?
Aureus Asset Management is in the industry of: Finance, Securities Trading
What is Aureus Asset Management competition?
Aureus Asset Management top competitors include: Evanson Asset Management, Journey Capital Advisers, Delphin Investments, Boston Advisors
What technology does Aureus Asset Management use?
Some of the popular technologies that Aureus Asset Management uses are: WordPress.org, PHP, Proofpoint, Google Cloud Web Serving
How do I contact Aureus Asset Management?
Aureus Asset Management contact info: Phone number: (617) 728-8900 Website: www.aureus-asset.com
What does Aureus Asset Management do?

Aureus Asset Management is an independent investment firm focused on delivering long-term performance and exceptional service to high-net-worth individuals, families, and institutional investors. The firm manages over $7.8 billion in assets and emphasizes transparency and a personalized client experience. Their services include performance-focused... investment management, comprehensive wealth management, financial planning, and asset allocation. Aureus is committed to active management grounded in rigorous research and aims to outperform benchmarks over time.Read More

What are Aureus Asset Management social media links?
Aureus Asset Management Linkedin page Aureus Asset Management Twitter page Aureus Asset Management Facebook page
Is Aureus Asset Management a public company?
Aureus Asset Management is private company therefore does not currently have an official ticker symbol
See more information about Aureus Asset Management

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