Cion Grosvenor Management, LLC

RIASEC Registered
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 that began SEC registration in 2024. The firm primarily serves institutional clients and provides portfolio management services for investment companies. Its business activities include acting as a commodity pool operator (CPO) or commodity trading advisor (CTA) and serving as sponsor, general partner, or managing member of pooled investment vehicles. Ownership is held by a combination of a domestic entity and an individual, and fees are charged as a percentage of assets under management. The firm is not positioned as a capital allocator or pension consultant, and it does not identify as an active ESG investor. Industry affiliations disclosed include broker-dealer relationships and other investment-adviser linkages alongside its CPO/CTA and sponsor roles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

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Contacts

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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