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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Massachusetts / New England HQ: Boston, MA

Aureus Asset Management

$2.2B Total AUM · Institutional LP profile covering 12 historical fund disclosure records ($138.0M parsed USD across disclosed rows) across disclosed strategy exposure in Venture Capital, Buyout, Secondaries, Direct Lending, Growth Equity (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
12
5 Open Source Trails Below
Sum of Disclosed Rows
$138.0M
Total AUM: $2.2B
Median Disclosed Amount
$11.9M
Range: $5.0M – $15.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/12)
2 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Aureus Asset Management

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 12 total tracked records (+7 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Strategic Partners Fund X, L.P.Adviser 7.B Vehicle Secondaries 2025
$11.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Crescent Direct Lending Fund IV, L.P.Adviser 7.B Vehicle Direct Lending 2025
$11.3M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
General Catalyst Group XII, L.P.Adviser 7.B Vehicle Venture Capital 2025
$10.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
TrueBridge Capital Partners Fund VIIIAdviser 7.B Vehicle Venture Capital 2024
$5.0M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
PSG Europe II, L.P.Adviser 7.B Vehicle Growth Equity 2024
$13.6M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Aureus Asset Management

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Aureus Asset Management (OCIO / Wealth RIA, $2.2B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 17.0% vs. 16.2% Actual; $17.4M Unallocated Target Bandwidth). SEC Form ADV (801-64723, CRD #136674) verified $2.18B discretionary AUM (Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($2M-$10M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-19

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Aureus Asset Management

642 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Aureus Asset Management (12 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 8 Shared Vehicles

Ami Asset Management

Family Office / MFO North America
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Parthenon Investors VII (2025 Vintage)
Aureus Asset Management: $15.0M · SEC Form ADV 7.B
Ami Asset Management: $12.5M · SEC Form ADV 7.B

Additional shared vehicles: Strategic Partners Fund X (2025 Vintage) · Crescent Direct Lending Fund IV, L.P. (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 8 Shared Vehicles

Maren Capital

OCIO / Wealth RIA Chicago, IL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Strategic Partners Fund X (2025 Vintage)
Aureus Asset Management: $11.9M · SEC Form ADV 7.B
Maren Capital: $11.3M · SEC Form ADV 7.B

Additional shared vehicles: Crescent Direct Lending Fund IV, L.P. (2025 Vintage) · General Catalyst Group XII (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 7 Shared Vehicles

BJC HealthCare Long-Term Investment Pool

Healthcare / Hospital System St. Louis, MO
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Crescent Direct Lending Fund IV, L.P. (2025 Vintage)
Aureus Asset Management: $11.3M · SEC Form ADV 7.B
BJC HealthCare Long-Term Investment Pool: $46.7M · IRS Form 990 Sched D

Additional shared vehicles: Parthenon Investors VII (2025 Vintage) · Strategic Partners Fund X (2025 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+639 Additional Institutional LPs Report Shared Vehicles with Aureus Asset Management

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Aureus Asset Management

You are viewing 5 open public preview records (out of 12 total tracked records for Aureus Asset Management) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 12 tracked historical disclosure records (+7 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (642 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (4) & CRM export

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Strategies Disclosed by Aureus Asset Management

Venture Capital LPs →Buyout LPs →Secondaries LPs →Direct Lending LPs →Growth Equity LPs →

Frequently Asked Questions: Aureus Asset Management

What type of institutional allocator is Aureus Asset Management and what is their typical disclosed ticket size?

Aureus Asset Management is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Massachusetts / New England; Headquarters: Boston, MA). Across 12 historical disclosure records tracked on Prilago ($138.0M total parsed USD across disclosed rows), the median disclosed amount is $11.9M (range: $5.0M to $15.0M).

Which private-market strategies appear in Aureus Asset Management's public disclosures?

Aureus Asset Management has disclosed records across Venture Capital, Buyout, Secondaries, Direct Lending, Growth Equity. Open preview records include Strategic Partners Fund X, L.P. (2025 Vintage), Crescent Direct Lending Fund IV, L.P. (2025 Vintage), General Catalyst Group XII, L.P. (2025 Vintage), TrueBridge Capital Partners Fund VIII (2024 Vintage).

How are Aureus Asset Management's historical records substantiated and separated from active searches on Prilago?

Records for Aureus Asset Management cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Aureus Asset Management's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/aureus-asset-management or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Aureus Asset Management?

In Prilago's bilateral commitment graph, Aureus Asset Management shares resolved underlying fund vehicles with 642 institutional LPs across 12 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Ami Asset Management (8 shared vehicles, e.g. Parthenon Investors VII (2025 Vintage)), Maren Capital (8 shared vehicles, e.g. Strategic Partners Fund X (2025 Vintage)), BJC HealthCare Long-Term Investment Pool (7 shared vehicles, e.g. Crescent Direct Lending Fund IV, L.P. (2025 Vintage)).

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