LP Profile

Aureus Asset Management

Wealth ManagerBoston, United States
$900M
Assets Under Management
Boston
Headquarters
Investment Focus

About Aureus Asset Management

Aureus Asset Management is an independent investment firm co-founded by chairman and CEO Karen Firestone in 2005. We serve high-net-worth individuals, families, and institutional investors.

Preferred Investment Types

Joint Venture/PartnerVenture Capital - Early StagePrivate EquityVenture CapitalInvestment Funds

Preferred Sectors & Themes

Debt ManagementETFsInvestment ManagementEquity/Mutual FundsRetirement PlanningStartups & ManagementLegal & Tax ServicesTrust ManagementWealth & Estate PlanningFinanceFinancial ServicesTraditional Investments (Liquid Assets)Alternative Investments

Preferred Geographies

United States
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Aureus Asset Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$8.4B
Total Clients
954
Filing Date
March 31, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Aureus Asset Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Aureus Asset Management?

Aureus Asset Management is a wealth manager based in Boston, United States, managing approximately $900M in assets.

Where is Aureus Asset Management headquartered?

Aureus Asset Management is headquartered in Boston, United States.

How much does Aureus Asset Management manage?

Aureus Asset Management manages approximately $900M in assets under management.

What does Aureus Asset Management invest in?

Aureus Asset Management focuses on Joint Venture/Partner, Venture Capital - Early Stage, Private Equity, Venture Capital, Investment Funds, Debt Management, ETFs, Investment Management.

How can I contact Aureus Asset Management?

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