Aureus Asset Management, LLC
aureus-asset.com Direct investor
Aureus Asset Management is a Boston-based wealth management firm providing investment management and family office services to individuals, families, and institutional investors. It manages portfolios with a focus on long-term results and also allocates to external manager strategies.
Aureus Asset Management, LLC is an asset manager headquartered in Boston, United States, founded in 2005. It invests directly in companies, in alternative asset classes.
“Through detailed fundamental analysis, we aim to identify stocks with value potential not yet recognized by the broader market.”
— Aureus Asset Management, LLC, own website
- Layer
- Direct investor
- Type
- Asset manager
- Stage
- Not applicable
- Headquarters
- Boston, United States
- Sectors
- alternative asset classes
- Founded
- 2005
Team, as Aureus Asset Management, LLC publishes it
- Marc Albanese, CFA Research Analyst
- Todd Basnight Partner, Director of Equity Research
- Ali Bertolami Executive Assistant
- Katie Cooper Director of Operations & Client Service
- Thaddeus Davis, CFA President & Chief Executive Officer
- Rich Frank Portfolio Manager, Growth Equity
- Brennan Jones, CFA Partner, Chief Financial Officer & Chief Operating Officer
- Stefan Karlsson, CFA Partner, Chief Investment Officer
- Michael Kellogg Partner, Director of Client Engagement
- Gina Koprowski, CFP® Partner, Senior Advisor – Client Service
- Mark LaCamera, CFP® Principal, Business Development
- Connor McCarron, CFA Trader & Operations Analyst
Names and roles exactly as listed on aureus-asset.com. Nothing else about these people is recorded.
Where this comes from
Every fact above was read from a page Aureus Asset Management, LLC publishes itself. Nothing is taken from third-party databases. Investment activity (deals, co-investors) is not yet recorded.
- https://aureus-asset.com/name, type, hq_country, hq_city, description, status, confidence
- https://aureus-asset.com/investment-approach/is_investor, layer, thesis_quote, sectors
- https://aureus-asset.com/about-us/founded
- https://aureus-asset.com/meet-the-team/people
Record 8923 · added 2026-09-29 · link last verified 2026-10-21 · confidence high
Similar investors
- Abrams Capital Management, L.P.Asset manager · Boston, United States
- Affiliated Managers Group, Inc. (AMG)Asset manager · Buyout · Boston, United States
- Altimeter CapitalAsset manager · Boston, United States
- Arrowstreet Capital, Limited PartnershipAsset manager · Boston, United States
- Atreides Management, LPAsset manager · Boston, United States
- Avante GlobalAsset manager · Boston, United States