ARCUS CAPITAL PARTNERS, LLC other names

{{ Info.Overview }}
Revenue: {{ Info.Revenue | formatUSD }} Headquarters: {{ Info.Headquarters }}
{{ Info.Homepage }}

Adviser Profile

As of Date:

09/03/2024

Adviser Type:

- Large advisory firm

Number of Employees:

12 9.09%

of those in investment advisory functions:

6 20.00%

Registration:

SEC, Approved, 6/19/2008

AUM:

2,351,632,044 11.95%

of that, discretionary:

2,184,590,745 4.10%

Private Fund GAV:

1,336,893 130.67%

Avg Account Size:

1,554,284 7.07%

% High Net Worth:

80.10% 0.26%

SMA’s:

YES

Private Funds:

2 1

Contact Info

404 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
2B 2B 1B 1B 899M 600M 300M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Top 5 3rd Quarter Trades of Arcus Capital Partners, LLC
10/25/2022

Related Stocks: JPST, CELH, SPY, IJH, VEA,

gurufocus.com

Arcus Capital Partners, LLC Buys Dream Finders Homes Inc, JPMorgan Ultra-Short Income ETF, ...
10/27/2021

Related Stocks: DFH, JPST, ACWV, IJH, GSBD, GLD, CELH, UP, GE, EFA, TMO, TQQQ, SCHF, LOB, MS, WWE, QTWO, FB, SCHX, SCHA, XLB, SCHE, SCHM, XLU,

gurufocus.com

Celsius Holdings Inc.
03/29/2021

Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International ...

Barrons

Celsius Holdings, Inc. (NASDAQ:CELH) shares surges 9.17% in a week – but can it keep rising?
03/26/2021

In last trading session, Celsius Holdings, Inc. (NASDAQ:CELH) saw 1,060,855 shares changing hands with its beta currently measuring 2.14. Company’s recent per share price level of $44.95 trading at $1.

marketingsentinel.com

Here's What Celsius Holdings, Inc.'s (NASDAQ:CELH) Shareholder Ownership Structure Looks Like
02/22/2021

Celsius Holdings is not owned by hedge funds. Our data shows that Arcus Capital Partners, LLC is the largest shareholder with 13% of shares outstanding. With 13% and 9.4% of the shares outstanding respectively, Charmnew Limited and CD Financial ...

Yahoo Finance


Private Funds Structure

Fund Type Count GAV
Other Private Fund 2 $1,336,893

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM # funds
SAWGRASS ASSET MANAGEMENT LLC - - - - - - 11.9m 11.9m 2.3b 1
METIS GLOBAL PARTNERS, LLC - - - - - - 1.7b 1.7b 3.5b 13
HUDSON EDGE INVESTMENT PARTNERS, INC. - - - - - - 1.1b 1.1b 2.5b 1
CAPE ANN ASSET MANAGEMENT - - - - - - 1.7b 1.7b 2.2b 2
CHICKASAW CAPITAL MANAGEMENT, LLC - - - - - - 11.8m 11.8m 2.0b 1
S & CO., INC. - - - - - - 729.0m 729.0m 2.1b 6
WINCORAM ASSET MANAGEMENT LLC - - - - - - 12.9m 12.9m 2.4b 2
CORRY CAPITAL ADVISORS, LLC - - - - - - 1.8b 1.8b 2.2b 6
TA REALTY LLC - - - - - - 2.1b 2.1b 2.1b 3
LM ADVISORS LLC - - - - - - 70.1m 70.1m 2.1b 1

Private Funds



Employees




Brochure Summary

Overview

Arcus Capital Partners, LLC (Arcus) is an Atlanta-based investment advisory firm that has been in business since September 2008. It is a Limited Liability Company organized under the laws of Georgia. Arcus is primarily owned (82%) by the following three principals via entities they control: ➢ Stephen S. Sloan ➢ Steven C. Edwards ➢ W. Ross Singletary II As of December 31, 2023, we managed approximately $2,184,590,745 in client assets on a discretionary basis. An additional $167,041,299 is managed on a non- discretionary basis (where our clients made the investment decisions based upon our recommendations). We provide investment advisory services utilizing a variety of resources, such as mutual funds, exchange-traded funds (“ETFs”), stocks, bonds, hedge funds, limited partnerships, and separate account management. Our recommended allocation among investment alternatives is based on your investment objectives, risk tolerance, and other factors. The relationship begins with a data gathering and interview process designed to help us understand your goals, objectives, time horizon, and risk tolerance. Depending on the specific nature of the service needed, we generally develop an investment plan that is consistent with your desired rate of return, time horizon, and risk tolerance. We consider such factors as: ➢ the size and source of the account, ➢ your identity and background, ➢ your income and growth objectives, ➢ income tax bracket, and ➢ your relative risk aversion. Your active participation in the delivery of information and development of stated goals and objectives
is expected. We can then design a portfolio or modify an existing one. You should notify us promptly if there are any changes in your financial situation or investment objectives or if you wish to impose any reasonable restrictions upon the management of your account. Arcus also provides investment advisory services to pooled investment vehicles, 3 | P a g e Arcus Alternative Income Fund, LP (“AAIF”), Arcus Absolute Return Fund, LP (“AARF”) and Arcus Elbrus #179 LLC (“Arcus Elbrus”), which are exempt from registration under the Investment Company Act of 1940, as amended (the “1940 Act”), or state securities law. As the General Partner of the Funds, we are responsible for making all investment decisions for the Funds. The Funds are managed in accordance with the investment objectives and strategies described in the private placement memoranda or other Fund documents. In conjunction with the management of your account, we have also entered into agreements with unaffiliated investment managers (sub-advisers) for the provision of certain investment advisory services to you. We provide individualized investment advice to you through the selection of these advisers for a portion of your investment portfolio. These advisers will charge separately for their services. Factors considered in the selection of these investment managers include: ➢ our assessment of the potential value a particular portfolio manager or investment program might provide; ➢ your risk tolerance, goals and objectives, as well as investment experience; and ➢ the amount of your assets available for investment.