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Aureus Asset Management, LLC
Aureus Asset Management, LLC is an independent investment firm headquartered in Boston, Massachusetts. Founded in 2005, the firm manages assets for individuals, families, and charitable organizations, with a particular focus on high-net-worth clients. With 14 employees, Aureus offers personalized investment advisory services and operates as a registered investment adviser with the SEC. The firm aims to deliver long-term performance and exceptional service to its clients.
Investment Strategy
Aureus Asset Management follows a long-term investment strategy tailored to the needs of high-net-worth individuals and charitable organizations. The firm emphasizes active management and diversification, investing primarily in public equities across various sectors and allocating assets to produce stable growth over time. Aureus strives to combine fundamental research with a disciplined approach in order to deliver consistent results while prioritizing client service and stewardship of assets.
Latest 13F Filing Activity
Aureus Asset Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 205 equity positions with a total 13F market value of $2B. The fund increased holdings in Microsoft Corporation, Broadcom Limited, Applied Materials, Inc. among other positions. Aureus Asset Management, LLC reduced exposure to Carmax Inc. Com, Epam SYS Inc. Com, Adobe Systems Incorporated among others.
Top Holdings
Equity Positions (205)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | Microsoft Corporation | 6.66% | $104.1M | 209,251 | $153.89 | $497.41 | +$26.6M |
A AMZN | Amazon.Com, Inc. | 5.14% | $80.4M | 366,476 | $75.70 | $219.39 | +$12.1M |
M META | Meta Platforms Inc. | 4.82% | $75.4M | 102,188 | $202.82 | $738.09 | +$16.4M |
V V | Visa Inc. Class A | 4.34% | $67.9M | 191,207 | $109.73 | $355.05 | -$491.6K |
A AVGO | Broadcom Limited | 4.18% | $65.3M | 236,977 | $120.82 | $275.65 | +$25.1M |
Industry Allocation
Investment Team (6)
| Name | Role | Location | |
|---|---|---|---|
B Brennan Jones | Partner | Andover, MA , United States | |
 | Partner | Boston, MA , United States | |
 | Portfolio Manager | Boston, MA , United States | |
 | Trader and Research Associate | Boston, MA , United States | |
 | Principal | Boston, MA , United States | |
 | Research Analyst | Boston, MA , United States |
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