Stratus Capital Management

Robert W. Baird founded and chairs the firm and, based on its boutique structure, is the central figure in portfolio management and investment decision-making. The firm has not publicly detailed a broader investment committee or additional named portfolio managers per its regulatory filings and public record.

Stratus employs a fundamental, high-conviction approach to publicly traded equities and fixed-income instruments. The firm constructs concentrated portfolios rather than broadly diversified ones, but it has not publicly published a detailed strategy white paper or specific portfolio construction guidelines.

No. Stratus has chosen not to publicly disclose its AUM figure. The firm's disclosures remain the minimum required by its regulatory status as a registered investment adviser, which does not compel public AUM reporting at its scale, and the firm has not voluntarily released this number.

The firm's client sourcing model is not publicly documented. Given its low-profile nature and lack of institutional marketing, new client relationships likely form through existing networks and referrals rather than intermediary consultants or public fundraising cycles.

Stratus is structured as a registered investment adviser, not a single family office. While many boutique advisory firms serve a limited number of wealthy families, Stratus has not disclosed whether a single family's capital dominates its asset base, and per its public record it does not operate under a family office exemption.