APTION ADVISORS LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
Washington, District of Columbia
CRD number
333568
Fee structure
Percentage of AUM
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • JASHA LILAJ

    Chief Compliance OfficerCRD 6709407

  • ALON ZIEVE

    Co-Founder and CEOCRD 8004038

Wealth teams

FINTRX

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

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth