Erasmus Advisors, LLC (Dallas)

Erasmus Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Erasmus Advisors: assets under management

The assets under management (AUM) of Erasmus Advisors, LLC is $145 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 383% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $145 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $48.33 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Erasmus Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Based in Dallas

The principal office where Erasmus Advisors, LLC performs its advisory services is located at 2651 N. Harwood, Dallas, TX 75201, 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 214-234-3995. The normal business hours are 8am - 5pm on Monday - Friday.

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