Data / Investment advisers / Connecticut / Quorus Inc.
Quorus Inc., Westport, CT: $148 million AUM, SEC registered investment adviser
Quorus Inc. is an SEC registered investment adviser with its main office in Westport, Connecticut and reports $148 million in regulatory assets under management in its Form ADV filed June 9, 2026. Its clients include high net worth individuals, individuals and banks and thrifts. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 323161
- SEC file number
- 801-136190
- SEC status
- Approved, effective June 10, 2026
- Main office
- 500 Post Road East 2nd FL, Suite 303, Westport, CT 06880
- Phone
- (929) 560-2588
- Website
- quorus.io
- Regulatory AUM
- $148,224,228 in the Form ADV filed June 9, 2026
- Discretionary AUM
- $148,224,228
- Accounts
- 240
- Employees
- 7, of which 3 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 9, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 130 | $138.6 million |
| Individuals (other than high net worth individuals) | 44 | $5.1 million |
| Banking or thrift institutions | Fewer than 5 | $3.9 million |
| Charitable organizations | Fewer than 5 | $683,342 |
Other advisers in Westport
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Kate Capital LLC | Westport | $206.8 million | 1 | adviserinfo.sec.gov |
| Spice Expeditions, LP | Westport | $195.9 million | 6 | adviserinfo.sec.gov |
| Drum Hill Capital, LLC | Westport | $194.3 million | Not listed | adviserinfo.sec.gov |
| Aspetuck Financial Management LLC | Westport | $178.3 million | Not listed | adviserinfo.sec.gov |
| LCR Wealth Management LLC | Westport | $151.8 million | 1 | adviserinfo.sec.gov |
| Tengram Capital Partners | Westport | $110.7 million | 2 | adviserinfo.sec.gov |
| Wavelength Capital Management, LLC | Westport | $104 million | Not listed | adviserinfo.sec.gov |
| Story Ventures | Westport | Not listed | 27 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Westport, CT
- Investment advisers in Connecticut
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Quorus Inc. on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.