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Caerus Investment Advisors, LLC

● SEC registered since 2017CRD 171716SEC# 801-110401
Export (members)
Ranks #4,840 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$194.6M
Fund GAV
$58.2M
Private funds
15
Employees
6
Accounts
127
Location

Caerus Investment Advisors, LLC assets under management

Caerus Investment Advisors, LLC is an SEC-registered investment adviser. The firm has been registered since 2017. It reports $194.6 million in regulatory assets under management and employs 6 people. Caerus Investment Advisors, LLC manages 15 private funds with combined gross assets of $58.2 million, including Crsx III, LLC. By regulatory assets, it ranks 4,840 of 5,911 private fund managers.

Caerus Investment Advisors, LLC private funds

15 funds · $58.2M GAV
FundTypeGross assetsMin.
Crsx III, LLCVenture Capital$10.3M$10K
Crspin, LLCVenture Capital$7.7M$79K
Crsnxt, LLCVenture Capital$6M$50K
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Caerus Investment Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Jessica Nadine Clark ControlChief Compliance OfficerUnder 5%2019
Michael Hoi-Ming Cheung ControlManaging MemberOver 75%2014

Frequently asked questions

How much does Caerus Investment Advisors, LLC manage?

Caerus Investment Advisors, LLC reports $194.6 million in regulatory assets under management on its Form ADV.

How many private funds does Caerus Investment Advisors, LLC manage?

Caerus Investment Advisors, LLC manages 15 private funds with combined gross assets of $58.2 million.

How many employees does Caerus Investment Advisors, LLC have?

Caerus Investment Advisors, LLC reports 6 employees.

Does Caerus Investment Advisors, LLC disclose fund performance?

Caerus Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone323-835-5560
Fax484-906-7663
Office hoursBy Appointment Only
SEC regionFort Worth Regional Office (FWRO)
CIK1862682
Discloses disciplinary historyNo

Assets under management

Discretionary$130.9M
Non-discretionary$63.7M
Total (RAUM)$194.6M

Service providers