METAURUS ADVISORS LLC

RIASEC RegisteredEst. 2021
Total AUM
$1.6B
Discretionary
$1.6B
100% of AUM
Avg account
$316M
Accounts
5
Employees
8
Advisory reps
5

Firm details

Headquarters
HOBOKEN, New Jersey
CRD number
314425
Registered since
May 12, 2021
Custodians
THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies94.27%
  • Other4.58%
  • Pooled Investment Vehicles1.15%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Metaurus Advisors LLC is an SEC-registered investment adviser organized as a limited liability company and operating with a hedge fund-style business model. The firm serves an institutional client base and functions in multiple roles: portfolio manager for pooled investment vehicles and investment companies, and as a commodity pool operator or commodity trading adviser (CPO/CTA). That mix of duties points to active trading strategies and pooled-product management rather than a pure discretionary wealth-management practice. Investment activity centers on pooled and institutional mandates where the firm charges both a percentage-of-assets fee and performance-based fees. Metaurus is not positioned as an ESG-focused manager. Its public filings show modest separately managed account activity but a larger footprint in pooled structures and hedge fund vehicles. The firm’s business activities also include financial product distribution, which aligns with running and marketing pooled investment vehicles to institutional allocators.

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

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Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 98%, Derivatives 2%98%
  • Cash & Cash Equivalents98%
  • Derivatives2%

Owners & executives

3 of 3
  • DONALD CALLAHAN

    CFOCRD 1391439

  • RICHARD SANDULLI

    Co-CEOCRD 1555067

  • RICHARD SILVA

    Partner, Chief Investment OfficerCRD 2091006

Contacts

2 of 2
  • ARI BURSTEIN

    Managing DirectorCRD 5654381

  • JAMIE GREENWALD

    Managing DirectorCRD 1565488

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

HOBOKEN, NJ

HUDSON

Location

HOBOKEN, NJ

Headquartered in HOBOKEN, NJ, 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
HUDSON
Address
22 Hudson Pl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth