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Aurelius Family Office, LLC

● SEC registered since 2022CRD 323016SEC# 801-126682Bedford, NH
Export (members)
Reg. AUM
$265.9M
Employees
9
Accounts
660
Location
Bedford, NH

Aurelius Family Office, LLC assets under management

Aurelius Family Office, LLC is an SEC-registered investment adviser based in Bedford, NH. The firm has been registered since 2022. It reports $265.9 million in regulatory assets under management and employs 9 people.

Aurelius Family Office, LLC owners & executives

2 reported
NameTitleOwnershipSince
Brenda Lee Winslow ControlChief Compliance OfficerUnder 5%2022
Mark Andrew Witaschek ControlMemberOver 75%2021

Frequently asked questions

How much does Aurelius Family Office, LLC manage?

Aurelius Family Office, LLC reports $265.9 million in regulatory assets under management on its Form ADV.

How many employees does Aurelius Family Office, LLC have?

Aurelius Family Office, LLC reports 9 employees.

Where is Aurelius Family Office, LLC located?

Aurelius Family Office, LLC is based in Bedford, NH and has been SEC-registered since 2022.

Does Aurelius Family Office, LLC disclose fund performance?

Aurelius Family Office, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3 Executive Park Drive, Suite 261, Bedford, NH 03110
Phone603-413-6060
Fax603-602-8055
Office hours9:00 a.m. To 5:00 p.m.
SEC regionBoston Regional Office (BRO)
CIK2053738
Discloses disciplinary historyYes

Assets under management

Discretionary$265.9M
Non-discretionary$0
Total (RAUM)$265.9M