Arcus Capital Partners, LLC (Arcus) is an Atlanta-based investment advisory firm that
has been in business since September 2008. It is a Limited Liability Company
organized under the laws of Georgia. Arcus is primarily owned (82%) by the
following three principals via entities they control:
➢ Stephen S. Sloan
➢ Steven C. Edwards
➢ W. Ross Singletary II
As of December 31, 2023, we managed approximately $2,184,590,745 in client assets
on a discretionary basis. An additional $167,041,299 is managed on a non-
discretionary basis (where our clients made the investment decisions based upon our
recommendations).
We provide investment advisory services utilizing a variety of resources, such as
mutual funds, exchange-traded funds (“ETFs”), stocks, bonds, hedge funds, limited
partnerships, and separate account management. Our recommended allocation
among investment alternatives is based on your investment objectives, risk tolerance,
and other factors.
The relationship begins with a data gathering and interview process designed to help
us understand your goals, objectives, time horizon, and risk tolerance. Depending on
the specific nature of the service needed, we generally develop an investment plan that
is consistent with your desired rate of return, time horizon, and risk tolerance. We
consider such factors as:
➢ the size and source of the account,
➢ your identity and background,
➢ your income and growth objectives,
➢ income tax bracket, and
➢ your relative risk aversion.
Your active participation in the delivery of information and development of stated
goals and objectives
is expected. We can then design a portfolio or modify an existing
one. You should notify us promptly if there are any changes in your financial
situation or investment objectives or if you wish to impose any reasonable restrictions
upon the management of your account.
Arcus also provides investment advisory services to pooled investment vehicles,
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Arcus Alternative Income Fund, LP (“AAIF”), Arcus Absolute Return Fund, LP
(“AARF”) and Arcus Elbrus #179 LLC (“Arcus Elbrus”), which are exempt from
registration under the Investment Company Act of 1940, as amended (the “1940
Act”), or state securities law. As the General Partner of the Funds, we are responsible
for making all investment decisions for the Funds. The Funds are managed in
accordance with the investment objectives and strategies described in the private
placement memoranda or other Fund documents.
In conjunction with the management of your account, we have also entered into
agreements with unaffiliated investment managers (sub-advisers) for the provision of
certain investment advisory services to you. We provide individualized investment
advice to you through the selection of these advisers for a portion of your investment
portfolio. These advisers will charge separately for their services. Factors considered
in the selection of these investment managers include:
➢ our assessment of the potential value a particular portfolio manager or investment
program might provide;
➢ your risk tolerance, goals and objectives, as well as investment experience; and
➢ the amount of your assets available for investment.