AUREUS ASSET MANAGEMENT, LLC

CRD 136674File 801-64723

APPROVED

Retail clients

Custody

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$8.40B

Top 10% of cohort (national)

Discretionary AUM

$2.18B

Non-discretionary $6.22B

Clients

362

954 accounts

Employees

Top 25% of cohort in MA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: BRO
Registration date: Oct 3, 2005
Principal office: ONE WINTHROP SQUARE, BOSTON, MA, 02110
Phone: 617.728.8900
Website: HTTPS://WWW.AUREUS-ASSET.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $8.40B
Discretionary AUM: $2.18B
Non-discretionary AUM: $6.22B
Discretionary accounts: 914
Non-discretionary accounts: 40
Total accounts: 954
AUM per client: $23.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	17	$6.20B
High net worth individuals	278	$2.13B
Pension and profit sharing plans	6	$32.2M
Individuals (other than high net worth individuals)	61	$36.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.