AURELIUS INVESTMENT ADVISORY INC.

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
329320
Registered since
December 22, 2023

Firm profile

FINTRX

Overview

Aurelius Investment Advisory Inc. is a corporation that registered with the SEC in 2023. Ownership links include both a foreign entity and an individual. The firm is classified as unclassified in the FINTRX snapshot and is not identified as a capital allocator, multi-state adviser, pension consultant, related adviser, or active ESG investor. FINTRX lists Aurelius as serving investment-manager roles beyond a pure advisory function: it is identified as an investment adviser and sponsor, and as a general partner/managing member of pooled investment vehicles. That positioning suggests the firm’s operating model centers on sponsoring and managing pooled private vehicles rather than acting primarily as a retail wealth manager.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Stephan Mayerhausen

    Managing DirectorCRD 7848214

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
1270 Avenue of the Americas
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth