AURELIEN CAPITAL PARTNERS

RIASEC RegisteredEst. 2020

Total AUM

$30.4M

Discretionary

$30.4M

100% of AUM

Avg account

$245K

Accounts

124

Employees

Advisory reps

Firm details

Headquarters: CHICAGO, Illinois
CRD number: 311163
Registered since: November 12, 2020
Website: aureliencapitalpartners.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types: HNWI82.3%
Charitable Organizations8.9%
Individuals8.8%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Aurelien Capital Partners is an independent RIA organized as an LLC and SEC-registered since 2020. The firm positions itself as a capital allocator serving individuals and families, combining financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. It also operates as an insurance broker and charges clients through a mix of percentage-of-AUM, hourly, fixed-fee, and commission arrangements. The adviser reports being an active ESG investor and focuses its services on a relatively concentrated client base rather than offering broad institutional pension consulting.