AUTUS Asset Management
Private boutique asset management firm founded in 2001 and headquartered in Scottsdale, Arizona, providing portfolio management solutions to U.S. clients through a small team of 1-10 employees.
- Company typePrivate
- Founded2001
- HeadquartersScottsdale, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What AUTUS Asset Management does
AUTUS Asset Management is a private, boutique asset management firm headquartered in Scottsdale, Arizona. Founded in 2001, the firm positions itself as a provider of "innovative portfolio management solutions," serving clients through a small team of 1-10 employees. As a privately held for-profit entity in the U.S. asset management sector, AUTUS operates with a deliberately limited public footprint; publicly disclosed details about its assets under management, client base, investment vehicles, and strategy focus are extremely sparse.
The firm's underlying business model follows the conventional asset management construct — generating revenue through management fees on client assets under management — though no specific fee schedules, product structures, vehicle types, or strategy specializations are disclosed in the available data. AUTUS maintains a minimal public presence: the firm's website domain (autusam.com) appears to resolve only to a Namecheap domain-registration confirmation page rather than to substantive product, team, or strategy information. There is no disclosed technology stack, no proprietary portfolio-construction or risk-management platform, and no detail on portfolio managers, analysts, or support staff beyond the indicated headcount bracket.
The only verifiable external corporate event in the firm's recent history is a 2019 funding round led by Emigrant Partners, the wealth management and investment affiliate of Emigrant Bank. The reported deal value is recorded as $0, which is consistent with a strategic minority investment, partnership, or other non-priced equity arrangement rather than a conventional growth financing. The firm has not disclosed headcount trends, product launches, regulatory registrations, geographic expansion, or M&A activity in any publicly available source.
AUTUS Asset Management firmographics
Firmographics- Name
- AUTUS Asset Management
- Website
- https://autusam.com
- Company type
- Private
- Founded year
- 2001
- Headcount range
- 1–10 employees
- Short description
- Private boutique asset management firm founded in 2001 and headquartered in Scottsdale, Arizona, providing portfolio management solutions to U.S. clients through a small team of 1-10 employees.
- Ownership category
- akta.pro rank
AUTUS Asset Management industry classification
Industry- Product category
- Asset Management
- NAICS
- Portfolio Management and Investment Advice (523940), All Other Financial Investment Activities (52399)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
- akta.pro secondary industry
- Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)
Keywords
Where AUTUS Asset Management is headquartered
LocationHeadquarters
- HQ city
- Scottsdale
- HQ country
- United States
- HQ region
- North America
Markets served
AUTUS Asset Management business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
AUTUS Asset Management product offering
Product offeringCore offering
AUTUS Asset Management is a boutique asset management firm that provides portfolio management solutions to clients. It is a small, privately held firm (1–10 employees) based in Scottsdale, Arizona, that delivers investment management services rather than mass-market retail offerings. Detailed product specifications, strategies, and asset-class focus are not described in the available source material.
Differentiator
Problem solved
Functional benefit
Products and services
- Portfolio Management Solutions Boutique portfolio management service delivering innovative investment management solutions to clients, as described in the firm's firmographic profile. The offering is delivered by a 1–10 employee boutique firm based in Scottsdale, Arizona, founded in 2001. Specific asset classes, strategies, and minimums are not disclosed in the available source material.
Companies that use AUTUS Asset Management
Customer profileIdeal customer profiles1 record
AUTUS Asset Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AUTUS Asset Management partnerships and signals
Strategic signalRecent moves1 record
Expansion highlights1 record
AUTUS Asset Management competitors and assessment
Company assessmentDirect peers
- Argent Capital Management: Boutique active equity manager with concentrated small/mid-cap strategies serving institutional and HNW clients, comparable in boutique positioning and active focus to AUTUS.
- Cresset Asset Management: Boutique RIA serving HNW families and institutional clients with active, personalized portfolio management; closely comparable boutique structure and target market.
- Bailard: Independent boutique wealth and investment manager offering active strategies to HNW clients and institutions; comparable boutique model and active-management orientation.
- Tolleson Wealth Management: Boutique wealth management firm serving HNW families with active discretionary portfolio management; similar in boutique structure and HNW client focus.
- Westwood Holdings Group: Boutique active asset manager offering equity and fixed income solutions to institutional and HNW clients, similar boutique model and active strategy focus to AUTUS.
Emerging players
- Polen Capital: Boutique active equity manager focused on quality-growth strategies for institutional and HNW clients; comparable boutique model and active orientation, though larger and more institutionalized than AUTUS.
- Rainier Investment Management: Boutique active equity manager with HNW and institutional focus; comparable boutique model, though with larger AUM and a more developed product set than AUTUS.
Broad incumbents
- Mercer Advisors: Large national RIA offering active portfolio management and wealth planning to HNW clients; overlaps with AUTUS's target market and active strategy focus at much greater scale.
- Hightower Advisors: Large RIA platform serving HNW clients with active and passive strategies; broader incumbent in the same customer segment but at vastly greater scale than AUTUS.
- Wealthspire Advisors: National RIA serving HNW clients with comprehensive wealth management; broader incumbent serving the same target market as AUTUS at much larger scale.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat2 records
Key risks5 records
Key highlights4 records
Customer concentration
AUTUS Asset Management social profiles
Digital presenceAUTUS Asset Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
AUTUS Asset Management leadership team
Management profileNumber of profiles
AUTUS Asset Management funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
AUTUS Asset Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about AUTUS Asset Management
What does AUTUS Asset Management do?
AUTUS Asset Management is a boutique asset management firm that provides portfolio management solutions to clients. It is a small, privately held firm (1–10 employees) based in Scottsdale, Arizona, that delivers investment management services rather than mass-market retail offerings. Detailed product specifications, strategies, and asset-class focus are not described in the available source material.
When was AUTUS Asset Management founded?
AUTUS Asset Management was founded in 2001. It employs 1 to 10 people.
Where is AUTUS Asset Management based?
AUTUS Asset Management is headquartered in Scottsdale, United States, in the North America region.
Who are AUTUS Asset Management's main competitors?
Direct peers on record are Argent Capital Management, Cresset Asset Management, Bailard, Tolleson Wealth Management and Westwood Holdings Group. Emerging players are Polen Capital and Rainier Investment Management. Broad incumbents are Mercer Advisors, Hightower Advisors and Wealthspire Advisors.
Does AUTUS Asset Management have an API?
No public API is recorded for AUTUS Asset Management.
What industry is AUTUS Asset Management in?
AUTUS Asset Management's product category is Asset Management. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary), with a secondary code of FSAAACAG, Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions). Its NAICS code is 523940 and its SIC code is 6282.