APTION ADVISORS LLC
Firm details
- Headquarters
- Washington, District of Columbia
- CRD number
- 333568
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Aption Advisors LLC is structured as a limited liability company that provides portfolio management services primarily to institutional clients while also offering advisory work for individuals and small businesses. The firm charges fees based on a percentage of assets under management and does not position itself as an active ESG investor. Registry details classify the adviser as unclassified and indicate it is not a capital allocator, pension consultant, or related adviser. Aption Advisors also functions on the sponsor and general partner side of private pooled vehicles, serving as a managing member for those vehicles. That dual role — adviser to discretionary accounts plus sponsor/GP responsibilities — suggests a business model that combines traditional portfolio management with private fund formation and oversight. Public materials do not list a reported SEC registration year.
Assets & Accounts
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
Owners & executives
2 of 2JASHA LILAJ
Chief Compliance OfficerCRD 6709407
ALON ZIEVE
Co-Founder and CEOCRD 8004038
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Washington, DC
DISTRICT OF COLUMBIA
Location
Washington, DC
Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- DISTRICT OF COLUMBIA
- Address
- 1100 15th St NW
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
FIDUCIARY COUNSELORS INC.
RIAWashington, DC
ARMSTRONG, FLEMING & MOORE, INC.
RIAWashington, DC
MISSIONSQUARE INVESTMENTS
RIAWashington, DC
NATIONAL REAL ESTATE ADVISORS
RIAWashington, DC
LIBERTY STRATEGIC CAPITAL
RIAWashington, DC
LYNX INVESTMENT ADVISORY, LLC
RIAWashington, DC