FILON CAPITAL

Overview

Filon Capital is a small, owner-operated limited liability company that provides discretionary portfolio management primarily to individuals and families, and also to small businesses and institutions. The firm charges a combination of a percentage-of-AUM fee and performance-based fees, a structure that suggests it manages concentrated or active strategies where performance capture matters to client compensation. Filon Capital’s stated investment posture tilts toward fixed-income, with a notable allocation to non-investment-grade corporate credit, indicating a credit-focused, yield-seeking approach rather than an equity-first strategy. The firm is not positioned as an ESG investor, is not a multi-state adviser, and does not identify as a capital allocator to third-party managers.

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Investments & Alternatives

Location & Offices