Cion Grosvenor Management, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Stephen Roman
Chief Compliance OfficerCRD 6630227

Mark Gatto
Co-Founder & CEOCRD 5596285
Contacts
3 of 4
Michael Reisner
Co-FounderCRD 4672941
Patrick Quinn
General CounselCRD 7895414

Paul Guercio
Managing DirectorCRD 5483308
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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