CoverProfile

Todd Dawes

Managing Partner and Founder

Merus Advisors

United States, California, Santa Barbara

About Me

Todd joined Certis as the firm’s Portfolio Director in August 2014. Todd leads the investment committee, oversees the implementation of the firm's due diligence process as well as directly sourcing and monitoring investments. Prior, Todd was a Senior Partner at Persimmon Capital Management, a multi-family office in suburban Philadelphia. While at Persimmon, Todd headed the firm's Investment Committee and was a Co-Portfolio Manager for their fund of funds investment products and separate account platform. Before joining Persimmon, Todd was Director of Research at Advisorport, Inc., a Turnkey Asset Management Provider serving the registered investment advisor industry. Todd holds a Bachelor

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Profile Information

Managing Partner and Founder

Merus Advisors

Investment Team,Operations Team

Investor

Multi-Family Office

Santa Barbara

California

United States

Aug 9, 2025

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