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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Element emberFoundation
- Established Date
- 06-19-2008
- Office Locations
- 2
Office Locations
About Arcus Capital Partners, LLC
Arcus Capital Partners is an independent investment advisory and asset management firm serving retail and institutional clients. The team builds bespoke, non-cookie-cutter portfolios focused on asset allocation and risk management, spanning public equities, fixed income, and a broader set of alternative investments. Arcus also invests firm and personal capital alongside strategies it recommends, aligning incentives.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
STEVEN CHRISTOPHER EDWARDS
Managing Partner, Partner
- CRD
- #2469795
- Ownership
- Less than 5%
ADRIENNE BURNETT MANDT
Chief Compliance Officer, VICE PRESIDENT
- CRD
- --
- Ownership
- Less than 5%
Pathway peak
Pioneer insight north
- CRD
- #83419
- Ownership
- 13.8%
Showing 2 of 4 owners & executives
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MATT BRETT BAILEY
Director
- CRD
- #4988311
JON GABRIEL LONTAI
Vice President
- CRD
- #6199570
Eagle legacy
Radial north
- CRD
- #19651
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,314,553,062 | $1,412,174 |
| Non-Discretionary | $198,018,329 | $7,072,083 |
| Total | $2,512,571,391 | $1,507,241 |
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Separately Managed Accounts
Total SMA Asset: $2,494,500,293
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $729,537,985 | 15.8% |
| Equity - OTC | $886,527,171 | 19.2% |
| Equity - Exchange | $240,101,109 | 5.2% |
| Cash | $951,169,778 | 20.6% |
| Private Funds | $831,119,223 | 18.0% |
| Other | $978,873,751 | 21.2% |
| Total | $4,617,329,017 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OPTIMA RIDGE LEGACY | SUMMIT SIGNAL | DB3S3HA9K | CTJN | 2.60% | $52,484,384 |
| FRONTIER EMBER UNISON | OAK FOCUS | X672K6V25 | VHEI | 1.81% | $117,284,572 |
| ALPHA BEACON SIGNAL | SIGNAL SUMMIT | 40HISMELS | WEFOU | 1.65% | $69,283,287 |
| FRONTIER UNISON MATRIX | CATALYST CAPITAL | IG2Q32M7T | MLBG | 3.85% | $39,177,888 |
| PIONEER CATALYST | VALUE INSIGHT | CT1T7J3VS | ENIA | 11.91% | $109,787,490 |
| BEACON CAPITAL HORIZON | DELTA LEGACY | URMTPB8P6 | FIBZN | 5.05% | $57,566,672 |
| WAVE VALUE EMBER | VECTOR RADIAL | GG6G7HI9A | ERAYY | 7.01% | $69,874,211 |
| VITAL FUSION | BRIDGE WAVE | 3AKH7AWM1 | TWRU | 5.59% | $93,824,141 |