{
  "crd_number": 136674,
  "slug": "aureus-asset-management-llc-boston-ma-136674",
  "primary_business_name": "AUREUS ASSET MANAGEMENT, LLC",
  "legal_name": "AUREUS ASSET MANAGEMENT, LLC",
  "dbas": [],
  "city": "Boston",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2005-10-03",
  "years_registered": 20,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 8396789302.0,
  "raum_discretionary": 2178820224.0,
  "raum_non_discretionary": 6217969078.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 14,
  "advisory_employees": 10,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 6201539365.0,
      "count": 17
    },
    "individuals": {
      "raum": 36002145.0,
      "count": 61
    },
    "pension_profit_sharing": {
      "raum": 32201077.0,
      "count": 6
    },
    "high_net_worth_individuals": {
      "raum": 2127046715.0,
      "count": 278
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MA"
  ],
  "websites": [
    "https://aureus-asset.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/136674",
  "city_as_filed": "BOSTON",
  "url": "https://advisorcensus.com/firm/aureus-asset-management-llc-boston-ma-136674",
  "display_name": "Aureus Asset Management, LLC",
  "summary": "Aureus Asset Management, LLC is an SEC-registered investment advisory firm in Boston, MA, registered since 2005, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Aureus Asset Management, LLC (CRD 136674): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Aureus Asset Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Aureus Asset Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Aureus Asset Management, LLC located?",
      "a": "Aureus Asset Management, LLC's principal office is in Boston, MA, according to its Form ADV."
    },
    {
      "q": "Is Aureus Asset Management, LLC registered with the SEC or a state?",
      "a": "Aureus Asset Management, LLC is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 136674."
    },
    {
      "q": "How much does Aureus Asset Management, LLC manage?",
      "a": "Aureus Asset Management, LLC reports $8,396,789,302 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (26% discretionary)."
    },
    {
      "q": "How have Aureus Asset Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Aureus Asset Management, LLC: Regulatory assets under management: $4,997,711,832 in the October 2021 data and $8,396,789,302 in the October 2026 data, up 68%. Total employees: 11 in October 2021 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Aureus Asset Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (278); individuals (other than high net worth individuals) (61); charitable organizations (17)."
    },
    {
      "q": "Which custodians does Aureus Asset Management, LLC use?",
      "a": "Aureus Asset Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Aureus Asset Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/136674"
    },
    {
      "q": "Does Aureus Asset Management, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 says: \"Aureus generally requires a minimum client relationship of $5,000,000 for Investment Management Services clients. In certain cases, Aureus may accept accounts under this amount in its sole discretion based upon the client's individual circumstances.\""
    },
    {
      "q": "What changed in Aureus Asset Management, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 8 to 10. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 4997711832.0,
      "total_employees": 11,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 5995213074.0,
      "total_employees": 13,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 5904645867.0,
      "total_employees": 14,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 6956163094.0,
      "total_employees": 13,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 7763450326.0,
      "total_employees": 14,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 8396789302.0,
      "total_employees": 14,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 8 to 10.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$5,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Aureus generally requires a minimum client relationship of $5,000,000 for Investment Management Services clients. In certain cases, Aureus may accept accounts under this amount in its sole discretion based upon the client's individual circumstances."
        ]
      }
    ],
    "quotes": [
      "Aureus generally requires a minimum client relationship of $5,000,000 for Investment Management Services clients. In certain cases, Aureus may accept accounts under this amount in its sole discretion based upon the client's individual circumstances."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/aureus-asset-management-llc-boston-ma-136674.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 61,
      "fewer_than_5": false,
      "raum": 36002145.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 278,
      "fewer_than_5": false,
      "raum": 2127046715.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 6,
      "fewer_than_5": false,
      "raum": 32201077.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 17,
      "fewer_than_5": false,
      "raum": 6201539365.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/136674",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}