Venus Capital Management Inc (Boston)
Venus Capital Management Inc is a large advisory firm based in Boston. It manages $100.25 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Massachusetts.
Venus Capital Management provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Venus Capital Management: assets under management
The assets under management (AUM) of Venus Capital Management Inc is $100.25 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 377% since the beginning of its operation, and $100.25 million of the total AUM is attributable to clients outside of the United States.
Investments
The firm invests in exchange traded securities the most. They account for 72% of the total AUM. The second-largest asset type is other assets, which make up 28% of the firm’s portfolio.Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Venus Capital Management Inc for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Venus Capital Management serves?
The firm provides services to pooled investment vehicles and corporations or other businesses. The largest group of clients of Venus Capital Management is pooled investment vehicles with 6 clients and $57.05 million of assets under management. Among the 12 most similar advisory firms, Venus Capital Management has the 4th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $100.25 million for 9 clients. 89% of the firm’s clients are foreign persons or businesses.
Venus Capital Management also advises several private funds.
Careers at Venus Capital Management Inc
The company employs 8 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There are 5 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Direct owners and executive officers
Based in Boston
The principal office where Venus Capital Management Inc performs its advisory services is located at 99 Summer Street, Ste M100, Boston, MA 02110, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 617-423-1901 or by fax 617-423-1011. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at venuscapital.com/.
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