CION ARES MANAGEMENT, LLC

RIASEC RegisteredEst. 2017
Total AUM
$8B
Discretionary
$8B
100% of AUM
Avg account
$8B
Accounts
1
Employees
18
Advisory reps
10

Firm details

Headquarters
New York, New York
CRD number
284930
Registered since
January 3, 2017
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Cion Ares Management, LLC is an SEC-registered limited liability company that provides investment management services to institutional clients. The firm operates in roles consistent with commodity pool operations and commodity trading advisory activities and also provides portfolio management for registered investment companies. Its ownership structure includes a domestic entity and an individual owner. Cion Ares uses a fee model that combines a percentage-of-assets charge with performance-based fees, and it reports no active ESG program. The firm maintains affiliations across the financial services ecosystem, including relationships tied to a broker-dealer, other investment adviser activities, and roles as sponsor, general partner, or managing member of pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

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

3 of 3
  • Scott Lem

    Partner and Chief Financial OfficerCRD 7884720

  • MICHAEL AROUGHETI

    CEO and DirectorCRD 2735734

  • RICHA GULATI

    Chief Compliance Officer & PartnerCRD 5502357

Contacts

3 of 7
  • GREGORY MARGOLIES

    PartnerCRD 2418751

  • MITCHELL GOLDSTEIN

    Partner and Co-HeadCRD 2383425

  • ROBERT DEVEER

    Partner and Co-PresidentCRD 4510479

Unlock 4 more contacts

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
100 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth