# AUREUS ASSET MANAGEMENT, LLC

AUREUS ASSET MANAGEMENT, LLC of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 136674
- Type: SEC-registered investment adviser
- SEC file number: 801-64723
- Location: ONE WINTHROP SQUARE, BOSTON, MA, 02110
- Phone: 617.728.8900
- Latest filing: 2026-03-31
- Regulatory AUM: $8.4B
- Discretionary AUM: $2.2B
- Non-discretionary AUM: $6.2B
- Clients: 14
- Accounts: 954

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos

## Officers, owners & control persons (24)

| Name | Role | Location |
| --- | --- | --- |
| Stefan Bengt Emil Karlsson | MEMBER | — |
| Karen Mindy Firestone | MEMBER CHAIRMAN | — |
| Thaddeus Hallock Davis | MEMBER PRESIDENT CEO | — |
| Michael Wellington Kellogg | MEMBER | — |
| Gina L Koprowski | MEMBER CCO | — |
| Carlos J Shigueta | MEMBER | — |
| Brennan Michael Jones | MEMBER; MEMBER, COO, CCO | — |
| Todd A Basnight | MEMBER | — |
| JONES TODD MICHAEL | MEMBER | — |
| SCUDDER DAVID WITHERSPOON | MEMBER | — |
| FIRESTONE KAREN MINDY | MEMBER CHAIRMAN; MEMBER CHAIRMAN AND CEO; MEMBER & CHIEF COMPLIANCE OFFICER (+1 more) | — |
| JEPPSON GEORGE NATHANIEL | MEMBER | — |
| DAVIS THADDEUS HALLOCK | MEMBER; MEMBER PRESIDENT; MEMBER PRESIDENT CEO | — |
| ATKINSON STACEY JANE | MEMBER | — |
| WARD TAMARA JEAN | MEMBER | — |
| WILLIAMS ANNA D | MEMBER | — |
| BAZDANES CATHERINE NICKAS | MEMBER | — |
| KOPROWSKI GINA L | MEMBER; MEMBER CCO | — |
| KELLOGG MICHAEL WELLINGTON | MEMBER; MEMBER & CHIEF COMPLIANCE OFFICER | — |
| SHIGUETA CARLOS J | MEMBER | — |
| KARLSSON STEFAN BENGT EMIL | MEMBER | — |
| BASNIGHT TODD A | MEMBER | — |
| Gina L. Koprowski | MEMBER; MEMBER CCO | — |
| Carlos J. Shigueta | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/136674/brochure
- Similar advisers: https://search.stillhousedata.com/firm/136674/similar
- Related entities: https://search.stillhousedata.com/firm/136674/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/136674

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.