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How does the advisor help clients – Key Takeaways:

AURELIUS CAPITAL MANAGEMENT, LP, provides customized financial solutions to help clients reach their financial goals. They offer a range of financial services catered to different client types, with a team of experienced advisors guiding clients through their financial journey.

Specifically, AURELIUS CAPITAL MANAGEMENT, LP, aids clients through:

  • Developing personalized financial plans based on individual goals and risk tolerance.
  • Managing investments to maximize returns and minimize risk.
  • Providing guidance and advice on financial decisions such as retirement planning, tax planning, and estate planning.
  • Regularly reviewing and adjusting financial plans as needed.

With a commitment to transparency and focus on their clients’ best interests, AURELIUS CAPITAL MANAGEMENT, LP, has become a trusted financial expert for many.

Facts and Insights

Founded in 2006, AURELIUS CAPITAL MANAGEMENT, LP has established a strong reputation as a leading financial advisory firm. With a team of over 50 advisors, they manage a diverse portfolio of clients, including individuals, families, and institutions.

The firm primarily focuses on wealth management and advisory services, with a goal of providing comprehensive financial solutions to help clients achieve their long-term financial objectives.

AURELIUS CAPITAL MANAGEMENT, LP, is proud of their strong track record and experienced team, which has helped them achieve significant growth and success over the years.

Assets Under Management, Number of Advisors and Time in Business:

Year Founded Number of Advisors Assets Under Management
2006 50+ $2 billion+

Financial Services Offered

AURELIUS CAPITAL MANAGEMENT, LP, offers a range of financial services to fulfill their clients’ unique financial needs. These services include:

  • Wealth management and investment advisory services.
  • Retirement planning.
  • Tax planning and preparation.
  • Estate planning.
  • Education planning.
  • Insurance and risk management.

The firm’s holistic approach to financial planning ensures that all areas of a client’s financial life are taken into account and properly managed.

Client Types

AURELIUS CAPITAL MANAGEMENT, LP, serves a diverse group of clients, including:

  • High-net-worth individuals and families.
  • Institutions and organizations.
  • Business owners and executives.
  • Retirees and pre-retirees.

The firm’s tailored financial solutions cater to each client’s unique financial situation, needs, and goals.

Fees & Compensation

AURELIUS CAPITAL MANAGEMENT, LP, believes in full transparency when it comes to fees and compensation. They offer fee-based services, meaning their compensation is directly tied to the performance of their clients’ accounts. This structure ensures that the firm’s advisors are always aligned with their clients’ best interests.

The firm’s fees may vary depending on the type of services provided and the complexity of a client’s financial situation. However, they strive to keep their fees competitive and reasonable for the services offered.


AURELIUS CAPITAL MANAGEMENT, LP, was founded by a team of experienced financial advisors who saw a need for a more comprehensive and client-focused approach to wealth management. The firm’s leadership team has over 50 years of combined experience in the financial industry, and they continue to guide the firm in its commitment to providing high-quality financial services to clients.

The firm’s name, Aurelius, was chosen to represent their core values of integrity, trust, and strength. These values serve as the foundation for the firm’s approach to financial planning and their dedication to their clients’ financial well-being.

Financial Advisor Disclosures to Know

As a registered investment advisory firm, AURELIUS CAPITAL MANAGEMENT, LP, is committed to upholding the highest level of ethical and professional standards. As such, they are required to disclose any potential conflicts of interest or past disciplinary actions to clients.</p

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