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Aldus Capital, LLC (Dallas)


Aldus Capital, LLC is a large advisory firm based in Dallas. It manages $3.78 billion of regulatory assets for 17 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Louisiana and Texas.

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Aldus Capital provides portfolio management for pooled investment vehicles and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Aldus Capital: assets under management

The assets under management (AUM) of Aldus Capital, LLC is $3.78 billion. The firm's AUM has grown by 41% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.52 billion in discretionary accounts and $2.26 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $126.83 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $452.2 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Aldus Capital, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Taunus Corporation Indirect owner 1 Apr 2002 75% - 100% 13-4060471
Deutsche Bank Ag Indirect owner 1 Apr 2002 75% - 100% 13-2944988

Based in Dallas

The principal office where Aldus Capital, LLC performs its advisory services is located at 2651 N. Harwood, Dallas, TX 75201, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 214-234-3995 or by fax 214-234-3772. The normal business hours are 8-6 on Monday - Friday. You can find more information about the New York firm at www.aldusequity.com.


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