ALCION VENTURES, L.P.

RIASEC RegisteredEst. 2012
Total AUM
$154M
Discretionary
$153M
99% of AUM
Avg account
$25.6M
Accounts
6
Employees
6
Advisory reps
3

Firm details

Headquarters
BURLINGTON, Massachusetts
CRD number
160505
Registered since
February 23, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Alcion Ventures, L.P. is a SEC-registered limited partnership concentrated on pooled real estate investment vehicles and related advisory activity. The firm provides portfolio management for pooled investment vehicles and frequently serves in sponsor and general partner roles, acting as a managing member and accountant for the funds it oversees. Its client base is institutional, and its fee model combines a percentage-of-AUM charge with performance-based fees, reflecting an active manager posture where alignment with investor returns is emphasized. Investment activity centers on real estate fund strategies, and the firm also allocates to private equity as a complementary alternative exposure. Alcion Ventures, L.P. is not an active ESG investor and operates with a single-state footprint rather than as a multi-state adviser. Its structure and roles indicate hands-on fund governance and direct involvement in fund-level decision making as well as allocations to external alternative managers.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • EUGENE DELFAVERO

    Partner and Chief Financial OfficerCRD 6024019

Contacts

2 of 2
  • MARTIN ZIEFF

    Co-Founding PartnerCRD 6023924

  • MARK POTTER

    Co-Founding PartnerCRD 6024015

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BURLINGTON, MA

MIDDLESEX

Location

BURLINGTON, MA

Headquartered in BURLINGTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
MIDDLESEX
Address
200 Summit Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth