Metaurus Advisors LLC
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Overview
Metaurus Advisors LLC is a financial advisory firm located in Hoboken, New Jersey. The company administers $144.8 million in total assets throughout four customer accounts, making it a mid-tier investment advisory firm in the nation by assets under management (AUM). It has a small team, including 5 financial advisors. Metaurus Advisors LLC is not a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer company to do so. Securities are exchangable fiscal assets like bonds, stocks and options.
Metaurus Advisors LLC administers all of the firm's accounts on a discretionary basis. Discretionary management signifies that buy and sell decisions for the client's account are made by a portfolio manager without requiring client permission. The company manages an average of $36.2 million for each account. The average advisor at Metaurus Advisors LLC administers fewer than one client account, placing it among the most individualized advisor firms in the country.
The company's headquarters is at 22 Hudson Place, Hoboken, New Jersey 7030.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Metaurus Advisors LLC by the Numbers
$144.8 million
8
4
$36.2 million
Fee Structure
A financial advisor's fees depend on the financial services provided. Fees charged by Metaurus Advisors LLC most likely include the following fee types: asset-based or performance-based. The company does not provide a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Metaurus Advisors LLC works with investment companies, pooled investment vehicles and other. Out of its four clients, Metaurus Advisors LLC's largest client type by number of accounts is investment companies. None of the company's clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Metaurus Advisors LLC does not have any disclosures.
Please visit its Form ADV for more details.
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