Asset manager · Westport, CT
Metaurus Advisors LLC
SEC-registered investment adviser · CRD 314425 · SEC 801-121194
At a glance
Metaurus Advisors LLC is an SEC-registered investment adviser based in Westport, Connecticut, with $1.6 billion in regulatory assets under management as of its Form ADV filed September 11, 2026. Its largest client group by assets is investment companies. By Form ADV it is a asset manager, ranked 1,147th of 3,218 asset managers and 4,142nd of 17,210 SEC-registered advisers by assets.
Main office 203-702-7321metaurus.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.6B
- Rank among asset managers
- #1,147 of 3,218
- Rank among all SEC RIAs
- #4,142 of 17,210
- Rank in Connecticut
- #174 of 507
- Clients
- 5
- Accounts
- 5
- Discretionary
- 100% of AUM
- Employees
- 8
- Advisory staff
- 5
- Offices
- 1
Owners and executives on its Form ADV
- Richard P. SandulliCo-Chief Executive Officer
- Jamie A. GreenwaldCo-Chief Executive Officer
- Donald M. CallahanChief Financial Officer
- Richard P. SilvaSenior Managing Director
- Ari BursteinGeneral Counsel, Chief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Metaurus Advisors LLC is a hybrid RIA: 6 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed September 2026) names North Capital Private Securities, an unaffiliated broker-dealer, as the broker-dealer its advisers are registered with.
In order to properly engage in sales activities on behalf of Metaurus Advisors LLC, c ertain employees are also registered representatives of an unaffiliated broker- dealer, North Capital Private Securities Corporation (“NCPS”).
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Investment companies | 2 | $1.5B | 94% |
| Other | 2 | $72M | 5% |
| Pooled investment vehicles | 1 | $18M | 1% |
Private funds
Metaurus Advisors LLC reports 1 private funds with $18M in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
Metaurus Advisors LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Other services
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗metaurus.com ↗
AtlasMembers
The full record on Metaurus Advisors LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 4 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 942 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Metaurus Advisors LLC manage?
Metaurus Advisors LLC reports $1.6 billion in regulatory assets under management across 5 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 11, 2026.
What kind of firm is Metaurus Advisors LLC?
Metaurus Advisors LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Metaurus Advisors LLC’s clients?
By assets, its largest client types are investment companies ($1.5 billion, 2 clients); other ($72 million, 2 clients); pooled investment vehicles ($18 million, 1 clients).
Does Metaurus Advisors LLC manage private funds?
Yes. It reports 1 private funds with $18 million in gross assets, including hedge funds.
Does Metaurus Advisors LLC have any disciplinary history?
Metaurus Advisors LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Metaurus Advisors LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-11), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →