Aeon Capital Partners, LLC
RIAState Registered
Total AUM
$2.6M
Discretionary
$2.6M
100% of AUM
Avg account
$81.9K
Accounts
32
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 308424
- Website
- aeoncapitalpartners.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI83.68%
- Individuals9.18%
- Charitable Organizations7.13%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Aeon Capital Partners, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves primarily individual and family clients and provides portfolio management for individuals and small businesses. Its stated fee arrangements combine a percentage-of-assets model with the ability to charge performance-based fees. Aeon is not designated as a capital allocator, does not claim active ESG investing, and is not reported as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations