Investment adviser · CRD 130930

TAURUS ASSET MANAGEMENT, LLC

Investment adviser filing (IA)

NEW YORK, NY, United States · Form ADV filed Mar 7, 2025

Regulatory AUM: $1.4B
Client accounts: 468
Employees: 8
Advisory professionals: 2

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	173	$1,080,503,392	77.1%
Corporations & businesses	12	$151,365,543	10.8%
Retirement plans	27	$99,176,584	7.1%
Individuals	95	$41,103,098	2.9%
Charities	Fewer than 5	$28,960,714	2.1%

Filing source

Form ADV 1933708 · Mar 7, 2025 · 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

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

TAURUS ABSOLUTE RETURN FUNDHedge Fund · Last reported Mar 30, 2012$2.49MGross asset value

Form D fundraising filings

TAURUS ABSOLUTE RETURN FUND, L.P.

Fund administrator FUND ADMINISTRATION RONKONKOMA, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor SCHWARTZ & COMPANY, LLP BELLMORE, New York, United States

Custodian J.P. MORGAN CLEARING CORP. BROOKLYN, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

J.P. MORGAN CLEARING CORP.
SEC 8-43724

Fund details & source

Fund ID: 805-6148610033
Reported beneficial owners: 5
Minimum commitment: $500K
Form D file number: 021-175814

Form ADV 613573 · Mar 30, 2012 · 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 7, 2025. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Commissions

Principal office

590 MADISON AVENUE, 9TH FLR
NEW YORK, NY, 10022-2524, United States

CRD 130930

Filing source

Form ADV 1933708 · Mar 7, 2025 · 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.