Metaurus Advisors LLC (Hoboken)

Name: Metaurus Advisors LLC
Address: 22 Hudson Place, Hoboken, NJ, 07030
Telephone: 201-683-7979

Metaurus Advisors LLC is an adviser based in Hoboken. It manages $48.6 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2019.

Metaurus Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and commodity pool operator. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Metaurus Advisors: assets under management

The assets under management (AUM) of Metaurus Advisors LLC is $48.6 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $48.6 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $24.3 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Metaurus Advisors LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Metaurus Advisors serves?

The only and largest group of clients of Metaurus Advisors is pooled investment vehicles with 2 clients and $48.6 million of assets under management. Among the 2 most similar advisory firms, Metaurus Advisors has the lowest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $48.6 million for 2 clients. None of the firm’s clients are foreign persons or businesses.

Metaurus Advisors doesn't advise any private funds.

Careers at Metaurus Advisors LLC

The company employs 9 people that are either part- or full-time employees. 56 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jamie Alexander Greenwald	Co-chief executive officer	1 Sep 2016	Other	1565488
Richard Parsons Sandulli	Co-chief executive officer	1 Sep 2016	Other	1555067
Metaurus Llc	Owner	1 Sep 2016	75% - 100%	81-1064328
Sean Anthony Dillon	Senior managing director	1 Jul 2017	Other	2124767
Ari Burstein	General counsel, chief compliance officer	1 Nov 2017	Other	5654381
Richard Paul Silva	Senior managing director	1 Oct 2018	Other	2091006
Donald Michael Callahan	Chief financial officer	1 Mar 2019	Other	1391439

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Koa Investment Holdings Llc	Shareholder	1 Sep 2016	50% - 75%	47-5675957

Based in Hoboken

The principal office where Metaurus Advisors LLC performs its advisory services is located at 22 Hudson Place, Hoboken, NJ 07030, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 201-683-7979. The normal business hours are 8 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at linkedin.com/company/metaurus-advisors/ and its LinkedIn profile.