ELION PARTNERS, LLC

RIASEC RegisteredEst. 2017
Total AUM
$1.4B
Discretionary
$1.4B
100% of AUM
Avg account
$50.4M
Accounts
28
Employees
27
Advisory reps
4

Firm details

Headquarters
MIAMI, Florida
CRD number
170483
Registered since
July 31, 2017
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Elion Partners, LLC is a limited liability company registered with the SEC in 2017 that operates as a manager of pooled investment vehicles with an institutional client focus. The firm is classified as a real estate fund manager and performs portfolio management for pooled vehicles while also serving as sponsor, general partner and managing member on its own pooled products. Its fee arrangements include asset-based fees, fixed fees, performance-linked fees and other structures. Elion identifies as an active ESG investor.

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

FINTRX

Client base

Client personas

Contacts

3 of 4
  • SYLVAIN ARGY

    Managing PartnerCRD 6363275

  • SHLOMO KHOUDARI

    Managing PartnerCRD 6363299

  • JACOBO AZOUT

    Managing PartnerCRD 6363290

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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

MIAMI, FL

MIAMI DADE

Location

MIAMI, FL

Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
3323 NE 163rd St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth