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
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- 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
16.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
Open the full profile to inspect shifts in summit insight.
See the complete signal summary connected to optima.
Open the full profile to inspect shifts in optima alpha.
Unlock to see real insight on foundation oak.
Premium access reveals conviction themes in value unison signal.
Premium access reveals conviction themes in matrix value.
See the complete signal summary connected to wave eagle.
See the complete signal summary connected to vertex.
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
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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% |