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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 wealth 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

Manager's Experience

With extensive experience in venture capital, the fund manager has successfully executed over 50 deals across various sectors, including technology, healthcare, and consumer goods. Their strategic style leans towards a data-driven approach, focusing on early-stage investments that exhibit strong growth potential. Notable exits include several high-profile technology firms, showcasing their ability to identify and nurture innovative startups. Their expertise spans both North American and European markets, allowing for a diverse portfolio that capitalizes on emerging trends.

Caerus Advisors Contacts Information

Secondary contact

Team

Michael Cheung

Jessica Clark

Brock Wilson

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Vintage Year
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