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 SEC-registered investment adviser (registered in 2024) structured as a limited liability company that serves institutional clients. The firm operates primarily as a commodity pool operator (CPO) and commodity trading advisor (CTA) and provides portfolio management services for investment companies. It also functions as a sponsor and general partner of pooled investment vehicles, indicating a focus on collective investment structures rather than individual retail advisory relationships. Fee arrangements are based on a percentage of assets under management. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

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

Unlock 1 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