Comus Investment, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$300,000
Total clients
4
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
4
Average account size
$75,000
About
Comus Investment provides discretionary equity portfolio management to individual and institutional clients, and also acts as a sub-advisor to other investment firms under separate arrangements. The firm focuses solely on direct stock investing and does not offer general financial or retirement planning, options, shorting, margin, or wrap-fee programs.
The firm follows an international, deep-value investment approach that concentrates in small-cap and microcap companies in developed foreign markets; portfolios are typically concentrated, fully invested, and managed without leverage. Investment decisions emphasize the relation between price and prospective cash flows with an explicit expectation of mean-reversion in out-of-favor companies, and the portfolio manager generally holds much of his personal capital in the same holdings as clients.
Noteworthy differences from many peers include the availability of performance-based fee arrangements for qualified or institutional clients and a substantial sub-advisory relationship in which approximately $4.5 million is managed under a performance-fee agreement and not listed on the firm’s ADV. The firm also explicitly directs clients seeking low-cost index funds or fixed income investments to other providers and expects clients to maintain diversification outside the accounts it manages.
Client services
Portfolio management
Expertise
Active portfolio management
Concentrated stock management
Demographic focus
Established Professionals
Fee options
All+: 2.52% annually
20% performance fee offered to institutional and qualified clients; no individual clients currently charged performance fees.
Main office location
Comus Investment, LLC
Vancouver WA, United States
Number of offices
1
Most active in
Comus Investment, LLC has reported serving >5 clients in these states in the last 12 months.
Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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