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Status
ACTIVE
Global HQ
California, United States
Countries of investment
  • USA
  • with activities also noted in California
  • Chicago
  • Louisiana
  • and several other states
Investment stages
  • Seed
  • Series A
  • Series B
  • Series C
Industries
  • Security
About
Caerus Investment Advisors, LLC is a distinguished global multi-family office and independent Registered Investment Advisor (RIA) registered with the Securities and Exchange Commission. With a commitment to delivering comprehensive wealth management solutions, Caerus Advisors caters to high-net-worth individuals, family offices, and institutional clients. Their expert team combines personalized financial strategies with a deep understanding of market dynamics, ensuring each client's unique needs and goals are met with precision. By prioritizing integrity and client-centric service, Caerus Advisors builds lasting relationships and empowers clients to achieve financial success across generations.
Min check size
$25K
Max check size
$50M
Fund size
NPS

Investment Thesis

They focuses on providing Theyalth management solutions to highnetworth individuals, family offices, foundations, and endowments. Their investment strategy includes a significant focus on exchangetraded securities and business development companies​
Lead investor
Co Invest
Number of exits
Preferred contact method

Caerus Advisors Contacts Information

Secondary contact

Fund number
Vintage Year
Net Internal Rate of Return
Investment Multiple
Capital Allocation
Management Fee
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AUM
Follow-on Investments
Graduation Rate
Write-Off Ratio
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