Cerasus Advisors Inc (Weston)

Cerasus Advisors Inc is a large advisory firm based in Weston. It manages $186.63 million of regulatory assets for 31 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Florida.

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

Cerasus Advisors: assets under management

The assets under management (AUM) of Cerasus Advisors Inc is $186.63 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 112% since the beginning of its operation, and $154.79 million of the total AUM is attributable to clients outside of the United States.

The firm manages $186.63 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6.02 million each.

Investments

The firm invests in non-investment grade corporate bonds the most. They account for 92% of the total AUM. The second-largest asset type is investment grade corporate bonds, which make up 7% of the firm’s portfolio. Investments in exchange traded securities form 1% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cerasus Advisors Inc for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Cerasus Advisors serves?

The firm provides services to individuals, high net worth individuals, and corporations or other businesses. The largest group of clients of Cerasus Advisors is high net worth individuals with 8 clients and $160.3 million of assets under management. Among the 7 most similar advisory firms, Cerasus Advisors has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $186.63 million for 31 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 50% of the firm’s clients are foreign persons or businesses.

Cerasus Advisors doesn't advise any private funds.

Careers at Cerasus Advisors Inc

The company employs 2 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative 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
Alex Dalmady	Chief compliance officer	1 Apr 2003	75% - 100%	5733682
Nicolas Alexander De Dalmady	Chief compliance officer	1 Apr 2003	75% - 100%	5733682

Based in Weston

The principal office where Cerasus Advisors Inc performs its advisory services is located at 833 Heritage Dr, Weston, FL 33326, 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 669-237-2787. The normal business hours are 9-4 on Monday - Friday.