C
CRD: 152113
Cerasus Advisors INC
SAN Antonio, FL
6692372787
$130.1M Total AUM
$130.1M Disc. AUM
-4.6% 3Y CAGR
2 Employees
31 ADV. Clients
16 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-01-2009
- Office Locations
- 1
Office Locations
-- SAN Antonio FL
About Cerasus Advisors INC
Cerasus Advisors INC is a SAN Antonio-based RIA. The firm has been operating for 16 years. Managing $130.1M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$130.1M AVG AUM / ADVISOR
$4.2M AVG AUM / CLIENT
16.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Frontier Matrix vertex
Client Personas
Signal
Investment Themes
Ridge pioneer Peak horizon
Investment Vehicles
Matrix zenith
Services
Beacon
Owner & Executives
A
ALEX DALMADY
Advisor, Chief Compliance Officer
- CRD
- #5733682
- Ownership
- 75% or more
(619) 294-4873
ridge.catalyst@eaglecapital.com
in linkedin.com/in/signal-foundation
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $130,091,708 | $4,196,507 |
| Non-Discretionary | $0 | -- |
| Total | $130,091,708 | $4,196,507 |
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Separately Managed Accounts
Total SMA Asset: $130,091,708
Corporate - Non-Investment Grade:
18.2% Equity - Exchange:
10.9% Corporate - Investment Grade:
19.2% Sovereign Bonds:
27.4% Cash:
24.3% | Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Non-Investment Grade | $1,053,871,833 | 18.2% |
| Equity - Exchange | $631,164,999 | 10.9% |
| Corporate - Investment Grade | $1,111,776,879 | 19.2% |
| Sovereign Bonds | $1,586,598,254 | 27.4% |
| Cash | $1,407,092,612 | 24.3% |
| Total | $5,790,504,577 | 100.0% |