ANTHELION CAPITAL PARTNERS LLC

RIASEC RegisteredEst. 2023
Total AUM
$3.2B
Discretionary
$3.2B
100% of AUM
Avg account
$394M
Accounts
8
Employees
16
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
328009
Registered since
October 6, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Anthelion Capital Partners LLC is a manager of pooled investment vehicles that targets institutional investors through a mix of sponsored private funds and hedge strategies. The firm is registered with the SEC (2023) and operates primarily as an active manager and sponsor — serving as general partner/managing member for its funds and overseeing portfolio construction and manager selection. Its stated business model blends direct private fund management with use of third‑party alternative managers, and its fees combine a percentage of AUM with performance‑based incentive fees. Anthelion is not positioned as an ESG‑focused investor. Investment emphasis tilts toward private markets and structured strategies. Private equity comprises the largest single allocation, supported by dedicated hedge fund exposure and allocations to private credit and securitized assets. The firm’s client base is institutional, and its governance and product mix suggest a focus on closed or semi‑closed pooled vehicles rather than retail advisory relationships.

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

2 of 2
  • MICHELLE BARONE

    COO & CFOCRD 4435688

  • Ashley Latourelle

    Chief Compliance OfficerCRD 5315524

Contacts

2 of 2
  • Anna Kozicz-Stankiewicz

    Co-FounderCRD 4233238

  • VUSAL NAJAFOV

    Co-FounderCRD 4988792

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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
152 W 57th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth