Investment adviser · CRD 171716
CAERUS INVESTMENT ADVISORS, LLC
Investment adviser filing (IA)
· Form ADV filed Mar 26, 2026
- Regulatory AUM
- $117M Form ADV · Item 5.F
- Client accounts
- 54 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 19 | $92,700,000 | 79.1% |
| High-net-worth individuals | 35 | $24,494,570 | 20.9% |
Filing source
Form ADV 2075414 · Mar 26, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
23 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
CRSX III, LLCVenture Capital Fund · Last reported Mar 26, 2026$10.3MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- Yes
- External marketing
- No
WEAVER & TIDWELL LLP
PCAOB 410
Fund details & source
- Fund ID
- 805-2839300392
- Reported beneficial owners
- 18
- Minimum commitment
- $10K
- Form D file number
- 021-1820117
Form ADV 2075414 · Mar 26, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CRSPIN, LLCVenture Capital Fund · Last reported Mar 26, 2026$7.7MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- Yes
- External marketing
- No
WEAVER & TIDWELL LLP
PCAOB 410
Fund details & source
- Fund ID
- 805-2235641504
- Reported beneficial owners
- 21
- Minimum commitment
- $78.8K
- Form D file number
- 021-426788
Form ADV 2075414 · Mar 26, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CRSNXT, LLCVenture Capital Fund · Last reported Mar 26, 2026$6MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- Yes
- External marketing
- No
WEAVER & TIDWELL LLP
PCAOB 410
Fund details & source
- Fund ID
- 805-8292559457
- Reported beneficial owners
- 16
- Minimum commitment
- $50K
- Form D file number
- 021-428611
Form ADV 2075414 · Mar 26, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CRSSTRP II, LLCVenture Capital Fund · Last reported Mar 26, 2026$5.84MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- Yes
- External marketing
- No
WEAVER & TIDWELL LLP
PCAOB 410
Fund details & source
- Fund ID
- 805-6678038568
- Reported beneficial owners
- 30
- Minimum commitment
- $1.6K
- Form D file number
- 021-401108
Form ADV 2075414 · Mar 26, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CRSX, LLCVenture Capital Fund · Last reported Mar 26, 2026$5.17MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- Yes
- External marketing
- No
WEAVER & TIDWELL LLP
PCAOB 410
Fund details & source
- Fund ID
- 805-9828467233
- Reported beneficial owners
- 10
- Minimum commitment
- $50K
- Form D file number
- 021-522575
Form ADV 2075414 · Mar 26, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CAERUS SX SP I LLCVenture Capital Fund · Last reported Mar 26, 2026$5MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- Yes
- External marketing
- No
WEAVER & TIDWELL LLP
PCAOB 410
Fund details & source
- Fund ID
- 805-2581016273
- Reported beneficial owners
- 18
- Minimum commitment
- $5K
- Form D file number
- 021-1716418
Form ADV 2075414 · Mar 26, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CRSSTRP III, LLCVenture Capital Fund · Last reported Mar 26, 2026$4.75MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- Yes
- External marketing
- No
WEAVER & TIDWELL LLP
PCAOB 410
Fund details & source
- Fund ID
- 805-6510219996
- Reported beneficial owners
- 23
- Minimum commitment
- $35K
- Form D file number
- 021-430718
Form ADV 2075414 · Mar 26, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 26, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting
Compensation
Percentage of assets
Principal office
CRD 171716
Filing source
Form ADV 2075414 · Mar 26, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.