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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

METAURUS ADVISORS LLC

CRD 314425

WESTPORT, CT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f3ca8d3d-7f66-bf59-34dd-9641eb84bbd5

Data as of Sep 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 4
On other graphs: 0
Observed: Apr 12, 2021 to Sep 11, 2026
9 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=0.95 institutional_share=0.0 related_bd=false related_bank=true bd_reps=6.0
Regulatory AUM: $1.6BItem 5.F on the latest filing (2026-09-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.6B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 8
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 5
SEC number: 801-121194
CIK: 1688718
CRD: 314425
Filings on the tape: 9
First filed: Apr 12, 2021
Latest filed: Sep 11, 2026
Organised: Limited Liability Company, DE

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
METAURUS TRANSCEND COMMODITY PARTNERS, LP	Hedge Fund	$5.6M	Apr 1, 2024	2	Mar 31, 2023	reported	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BURSTEIN, ARI	GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER	Na	yes	11/2017	Apr 12, 2021	Apr 1, 2024
GREENWALD, JAMIE, ALEXANDER	CO-CHIEF EXECUTIVE OFFICER	Na	yes	09/2016	Apr 12, 2021	Apr 1, 2024
KOA INVESTMENT HOLDINGS LLC	Shareholder	D	yes	09/2016	Apr 12, 2021	Apr 1, 2024
METAURUS LLC	Owner	E	yes	09/2016	Apr 12, 2021	Apr 1, 2024
SANDULLI, RICHARD, PARSONS	CO-CHIEF EXECUTIVE OFFICER	Na	yes	09/2016	Apr 12, 2021	Apr 1, 2024
CALLAHAN, DONALD, MICHAEL	CHIEF FINANCIAL OFFICER	Na	no	03/2019	Apr 12, 2021	Apr 1, 2024
SILVA, RICHARD, PAUL	SENIOR MANAGING DIRECTOR	Na	no	10/2018	Apr 12, 2021	Apr 1, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
METAURUS CAPITAL LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 31, 2026	$1.6B	$1.6B	8	5	1	n/a
2024	Mar 31, 2025	$954M	$954M	8	5	1	n/a
2023	Mar 31, 2024	$345M	$345M	8	5	1	$5.6M
2022	Mar 31, 2023	$145M	$145M	8	5	1	$6.4M
2021	Mar 31, 2022	$109M	$109M	8	5	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.6B	$954M	65.6%	$145M	121.8%	8	8	0	0

Relationships

Advises (1)

→ METAURUS TRANSCEND COMMODITY PARTNERS, LPPrivate fundHedge Fund, IA
Mar 31, 2023 to presentfactForm ADV

Owns (2)

← CALLAHAN, DONALD, MICHAELOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Apr 12, 2021 to Apr 1, 2024factForm ADV
← SILVA, RICHARD, PAULOwnerSENIOR MANAGING DIRECTOR, ownership code NA, individual
Apr 12, 2021 to Apr 1, 2024factForm ADV

Controls (5)

← SANDULLI, RICHARD, PARSONSOwnerCO-CHIEF EXECUTIVE OFFICER, ownership code NA, individual
Apr 12, 2021 to Apr 1, 2024factForm ADV
← GREENWALD, JAMIE, ALEXANDEROwnerCO-CHIEF EXECUTIVE OFFICER, ownership code NA, individual
Apr 12, 2021 to Apr 1, 2024factForm ADV
← BURSTEIN, ARIOwnerGENERAL COUNSEL, CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Apr 12, 2021 to Apr 1, 2024factForm ADV
← KOA INVESTMENT HOLDINGS LLCOwnerSHAREHOLDER, ownership code D, domestic entity
Apr 12, 2021 to Apr 1, 2024factForm ADV
← METAURUS LLCOwnerOWNER, ownership code E, domestic entity
Apr 12, 2021 to Apr 1, 2024factForm ADV

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
Metaurus Advisors Llc reported RAUM $1.6B, up 66% from $953.7M (2025-03-31 to 2026-03-31)
Form ADVobserved 4 days ago
$626M
Occurred
Mar 31, 2025
Regulatory AUM changed
Metaurus Advisors Llc reported RAUM $953.7M, up 176% from $345.5M (2024-04-01 to 2025-03-31)
Form ADVobserved 4 days ago
$608M
Occurred
Mar 31, 2024
Regulatory AUM changed
Metaurus Advisors Llc reported RAUM $345.5M, up 139% from $144.8M (2023-03-31 to 2024-03-31)
Form ADVobserved 4 days ago
$201M
Occurred
Apr 12, 2021
First Form ADV filing
Metaurus Advisors Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f3ca8d3d-7f66-bf59-34dd-9641eb84bbd5
First observed: Apr 12, 2021
Last observed: Sep 11, 2026 8 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

METAURUS ADVISORS LLC

CRD 314425

WESTPORT, CT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f3ca8d3d-7f66-bf59-34dd-9641eb84bbd5

Data as of Sep 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:09 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

METAURUS TRANSCEND COMMODITY PARTNERS, LP

Hedge Fund

$5.6M

Apr 1, 2024

Mar 31, 2023

reported

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BURSTEIN, ARI

GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER

yes

11/2017

Apr 12, 2021

Apr 1, 2024

GREENWALD, JAMIE, ALEXANDER

CO-CHIEF EXECUTIVE OFFICER

yes

09/2016

Apr 12, 2021

Apr 1, 2024

KOA INVESTMENT HOLDINGS LLC

Shareholder

yes

09/2016

Apr 12, 2021

Apr 1, 2024

METAURUS LLC

Owner

yes

09/2016

Apr 12, 2021

Apr 1, 2024

SANDULLI, RICHARD, PARSONS

CO-CHIEF EXECUTIVE OFFICER

yes

09/2016

Apr 12, 2021

Apr 1, 2024

CALLAHAN, DONALD, MICHAEL

CHIEF FINANCIAL OFFICER

03/2019

Apr 12, 2021

Apr 1, 2024

SILVA, RICHARD, PAUL

SENIOR MANAGING DIRECTOR

10/2018

Apr 12, 2021

Apr 1, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

METAURUS CAPITAL LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$1.6B

n/a

2024

Mar 31, 2025

$954M

n/a

2023

Mar 31, 2024

$345M

$5.6M

2022

Mar 31, 2023

$145M

$6.4M

2021

Mar 31, 2022

$109M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.6B

$954M

65.6%

$145M

121.8%