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Erasmus Advisors, LLC (Dallas)


Erasmus Advisors, LLC is a large advisory firm based in Dallas. It manages $145 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Louisiana and Texas.

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

Erasmus Advisors: assets under management

The assets under management (AUM) of Erasmus Advisors, LLC is $145 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 383% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $145 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $48.33 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Erasmus Advisors, LLC for their services and products based on a percentage of assets under management 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
Petrarch Holdings Lp Holding co of o'reilly 1 Jan 2004 25% - 50% 20-0872998
Rinascimento Holdings Holding co of meyer 1 Jan 2004 25% - 50% 20-0876771

Based in Dallas

The principal office where Erasmus Advisors, 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. The normal business hours are 8am - 5pm on Monday - Friday.


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