Arcus Capital Partners, LLC (Atlanta)

Name: Arcus Capital Partners, LLC
Address: 3060 Peachtree Road N.W., Atlanta, GA, 30305
Telephone: 404-949-2111

Arcus Capital Partners, LLC is a large advisory firm based in Atlanta. It manages $1.19 billion of regulatory assets for 2,247 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Alabama, California, Colorado, and 21 other states.

Arcus Capital Partners provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Arcus Capital Partners: assets under management

The assets under management (AUM) of Arcus Capital Partners, LLC is $1.19 billion. The firm's AUM has grown by 186% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.18 billion in discretionary accounts and $8.82 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $527.94 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $630.2 thousand.

Arcus Capital Partners has custody of $2.01 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Investments

The firm invests in pooled investment vehicles the most. They account for 38% of the total AUM. The second-largest asset type is investment and business development companies, which make up 29% of the firm’s portfolio. Investments in exchange traded securities form 26% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Arcus Capital Partners, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Arcus Capital Partners serves?

The firm provides services to individuals, charitable organizations, high net worth individuals, pooled investment vehicles, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Arcus Capital Partners is high net worth individuals with 180 clients and $831.39 million of assets under management. Among the 7 most similar advisory firms, Arcus Capital Partners has the 3rd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $1.19 billion for 298 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Arcus Capital Partners doesn't advise any private funds.

Careers at Arcus Capital Partners, LLC

The company employs 11 people that are either part- or full-time employees. 55 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Arcus Capital Holdings	Member	1 May 2008	75% - 100%	80-0197056
Damon Scott Desantis	Member	1 Sep 2008	Other	5907959
Lp Chestnut Street Partners	Member	1 Sep 2008	25% - 50%	58-26446241
Lp Nyccc	Member	1 Sep 2008	25% - 50%	26-4573244
Lp Diersol	Member	1 Sep 2008	25% - 50%	26-4578134
Damon Desantis	Member	1 Sep 2008	Other	5907959
Adrienne Burnett Mandt	Chief compliance officer	1 Jan 2015	Other	2764666
Arcus Barrow Gp Llc	General partner, arcus barrow partners lp	1 Mar 2017	Other	81-2735256

Indirect Owners

The SEC currently registers 13 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
William Ross Singletary	Limited partner	1 Sep 2008	25% - 50%	2431084
Stephen Stehly Sloan	Limited partner	1 Sep 2008	75% - 100%	426453
Steven Christopher Edwards	Limited partner	1 Sep 2008	25% - 50%	2469795
Llc Hampton Iv	General partner	1 Sep 2008	Other	26-4573174
Llc Pineval	General partner	1 Sep 2008	Other	26-4577955
Jill Christine Edwards	Limited partner	1 Sep 2008	25% - 50%	5704497
Sally Haskell Singletary	Limited partner	1 Sep 2008	25% - 50%	5705817
L.P. Chestnut Street Partners	Member	1 Sep 2008	25% - 50%	00-0000000
Jill Edwards	Limited partner	1 Sep 2008	50% - 75%	5704497
Sally Singletary	Limited partner	1 Sep 2008	25% - 50%	5705817
Llc Firetree	General partner	1 Sep 2009	Other	27-0729631
Llc Arcus Capital Partners	Managing member	1 Mar 2017	50% - 75%	147346
Barrow Street Partners Llc	Managing member	1 Mar 2017	25% - 50%	13-3925722

Based in Atlanta

The principal office where Arcus Capital Partners, LLC performs its advisory services is located at 3060 Peachtree Road N.W., Atlanta, GA 30305 The mailing address of the firm is 3060 Peachtree Road N.W., Atlanta, GA 30305. An additional office of the firm is in Jacksonville, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 404-949-2111 or by fax 404-920-3474. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at arcuscp.com.