Aurelius Family Office LLC has filed its quarterly 13F-HR report with the SEC, detailing its investment holdings as of September 30, 2026. This filing is crucial as it provides transparency into the company's investment strategies and asset allocation, which can impact market trends and inform the decisions of other institutional investors.
Background
Aurelius Family Office LLC is an investment management firm based in Bedford, New Hampshire. The company primarily engages in managing investments for high-net-worth individuals and families. The recent filing on October 23, 2026, is part of the firm's ongoing regulatory obligations to disclose its holdings to the SEC.
What the Filing Says
The filing, identified by accession number 0002053738-26-000005, was accepted on the same day it was filed. It outlines the company’s investment positions as of the end of September 2026. However, specific details regarding the holdings were not available in the SEC filing.
Impact
This report may affect various stakeholders, including investors who track the firm’s investment strategies. Other institutional investors and competitors in the investment management industry will likely analyze the filing to gauge market sentiment and investment trends.
What's Next
The filing does not say what happens next.
Filing Details
The 13F-HR report was filed on October 23, 2026, and accepted by the SEC on the same day at 16:37:22. The report covers the period ending September 30, 2026, and contains two documents related to the filing. The filing's accession number is 0002053738-26-000005, and it is categorized under the SEC's 34 Act.
Company Information
Aurelius Family Office LLC is registered with the SEC under the Central Index Key (CIK) number 0002053738. The firm is based at 3 Executive Park Dr, Suite 261, Bedford, NH 03110, and operates under the Employer Identification Number (EIN) 881068625. The company is incorporated in New Hampshire and has a fiscal year that ends on December 31.
Document Overview
The filing includes a primary document (primary_doc.html) and an information table (infotable.html). The size of the primary document is 2065 bytes, while the information table is larger at 30726 bytes. Additionally, a complete submission text file is available, which is 34016 bytes in size.
Missing Information
The filing does not provide specific details about the investment holdings or asset allocations made by Aurelius Family Office LLC, which would typically be included in the information table. This lack of detail limits the insights available regarding the firm's investment strategies and positions.