Cion Grosvenor Management, LLC

RIASEC RegisteredEst. 2024
Total AUM
$335M
Discretionary
$335M
100% of AUM
Avg account
$168M
Accounts
2
Employees
5
Advisory reps
6

Firm details

Headquarters
New York, New York
CRD number
330199
Registered since
May 14, 2024
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Cion Grosvenor Management, LLC is an institutional registered investment adviser formed as an LLC and registered with the SEC in 2024. The firm serves institutional clients and charges fees based on a percentage of assets under management. Its stated advisory activity is portfolio management for investment companies, and it also operates in roles consistent with commodity trading and pooled vehicle management. The firm’s regulatory and business affiliations include functioning as a CPO or CTA and acting as sponsor, general partner, or managing member of pooled investment vehicles. It reports relationships with broker-dealers and with other investment advisers. Cion Grosvenor Management is not characterized as an active ESG investor, is not a capital allocator, and is not designated as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Stephen Roman

    Stephen Roman

    Chief Compliance OfficerCRD 6630227

  • Mark Gatto

    Mark Gatto

    Co-Founder & CEOCRD 5596285

Contacts

3 of 4
  • Michael Reisner

    Michael Reisner

    Co-FounderCRD 4672941

  • Patrick Quinn

    General CounselCRD 7895414

  • Paul Guercio

    Paul Guercio

    Managing DirectorCRD 5483308

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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