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Insights

Target High-Net-Worth Clients Aureus Asset Management specializes in serving high-net-worth individuals, families, and institutional investors, indicating an opportunity to offer premium investment products and exclusive financial services tailored to affluent clients.

Focus on Personalized Investment Solutions Their investment philosophy emphasizes personalization, diversification, and active management, suggesting they value bespoke strategies; partnerships providing advanced technological tools or tailored analytics could enhance their offerings.

Recent Leadership Transition With Thad Davis appointed as CEO and President in April 2024, there is potential to engage with the firm on areas of leadership support, executive coaching, or new strategic initiatives aligned with their growth agenda.

Active Asset Investments Aureus's recent investments in equities like Boeing and Integer indicate ongoing asset management activities; opportunities exist to introduce innovative investment platforms or analytics solutions to optimize their portfolio strategies.

Mid-Sized Growth Potential With revenues between 25 and 50 million dollars and a growing team, Aureus presents prospects for scalable software solutions, compliance services, or operational efficiencies that support their expansion in a highly competitive market.

Aureus Asset Management Tech Stack

Aureus Asset Management uses 8 technology products and services including MySQL, Shopify, jQuery Migrate, and more. Explore Aureus Asset Management's tech stack below.

  • MySQL
    Database
  • Shopify
    E-commerce
  • jQuery Migrate
    Javascript Libraries
  • Google Maps
    Maps
  • Windows Server
    Operating Systems
  • PHP
    Programming Languages
  • Yoast SEO
    Search Engines
  • Magnific Popup
    Web Tools And Plugins

Media & News

Aureus Asset Management's Email Address Formats

Aureus Asset Management uses at least 1 format(s):
Aureus Asset Management Email FormatsExamplePercentage
FLast@aureus-asset.comJDoe@aureus-asset.com
89%
First@aureus-asset.comJohn@aureus-asset.com
5%
FirstLast@aureus-asset.comJohnDoe@aureus-asset.com
3%
First.Last@aureus-asset.comJohn.Doe@aureus-asset.com
3%

Frequently Asked Questions

Where is Aureus Asset Management's headquarters located?

Minus sign iconPlus sign iconAureus Asset Management's main headquarters is located at Boston, Massachusetts 02110 United States. The company has employees across 1 continents, including North America.

What is Aureus Asset Management's phone number?

Minus sign iconPlus sign icon You can contact Aureus Asset Management's main corporate office by phone at
+1-617-728-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Aureus Asset Management's official website and social media links?

Minus sign iconPlus sign iconAureus Asset Management's official website is aureus-asset.com and has social profiles on LinkedIn.

What is Aureus Asset Management's SIC code NAICS code?

Minus sign iconPlus sign iconAureus Asset Management's SIC code is 4899 - Communications Services, Not Elsewhere Classified NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Aureus Asset Management have currently?

Minus sign iconPlus sign iconAs of April 2026, Aureus Asset Management has approximately 18 employees across 1 continents, including North America. Key team members include Co-Founder And Chair Emerita: K. F.Chairman And Chief Executive Officer: N. F.Partner: C. S.. Explore Aureus Asset Management's employee directory with LeadIQ.

What industry does Aureus Asset Management belong to?

Minus sign iconPlus sign iconAureus Asset Management operates in the Investment Management industry.

What technology does Aureus Asset Management use?

Minus sign iconPlus sign iconAureus Asset Management's tech stack includes MySQLShopifyjQuery MigrateGoogle MapsWindows ServerPHPYoast SEOMagnific Popup.

What is Aureus Asset Management's email format?

Minus sign iconPlus sign iconAureus Asset Management's email format typically follows the pattern of FLast@aureus-asset.com. Find more Aureus Asset Management email formats with LeadIQ.

When was Aureus Asset Management founded?

Minus sign iconPlus sign iconAureus Asset Management was founded in 2005.

Aureus Asset Management

Investment ManagementMassachusetts, United States11-50 Employees

Aureus Asset Management is an independent investment firm that serves high-net-worth individuals, families, and institutional investors. We were co-founded by Chairman Emerita Karen Firestone and David Scudder in 2005.  Thad Davis, a partner since the firm’s inception, now serves as our CEO and President.

We have adapted the advanced investing methodology of leading endowments and institutions to create a contemporary wealth management model for serving clients. The following are the foundational tenets of our investment philosophy: Personalization, Diversification, Concentration and Active Management. 

Aureus is a privately held firm offering fee-only investment advice to our clients.    

Except for material posted on this page by Aureus, we are not responsible for the content displayed on this site.  Aureus does not endorse any content from third parties.   Aureus does not collect any information from this site.  No information displayed on this site is to be taken as investment advice.

Section iconCompany Overview

Headquarters
Boston, Massachusetts 02110 United States
Phone number
+1-617-728-****
Website
aureus-asset.com
SIC Code
4899 - Communications Services, Not Elsewhere Classified
NAICS Code
5239 - Other Financial Investment Activities
Founded
2005
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

    Aureus Asset Management's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Aureus Asset Management's revenue is estimated to be in the range of $25M$50M

Company Leadership

  • Stylized image of a person
    K. F.
    Co-Founder And Chair Emerita
    Phone icon
    Mobile Phone
  • Stylized image of a person
    N. F.
    Chairman And Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. S.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. S.
    Chairman
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. K.
    Partner & Chief Operating Officer
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    M.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    N. F.
    Chairman And Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    N. S.
    Chairman And Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. D.
    Portfolio Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. M.
    Relationship Manager
    Phone icon
    Mobile Phone

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