FIO Advisors LP

RIASEC RegisteredEst. 2024

Total AUM

$366M

Discretionary

$298M

81% of AUM

Avg account

$28.2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 300903
Registered since: September 26, 2024
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles81.31%
Other18.69%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

FIO Advisors LP is an SEC-registered limited partnership that positions itself as an institutional registered investment adviser. The firm was registered in 2024 and serves an institutional client base. Organizationally it identifies as a domestic entity with individual ownership and is not structured as a capital allocator. Its stated fee model combines a percentage-of-AUM charge with performance-based fees. The firm lists business activities that include operating as a CPO or CTA and provides portfolio management services for pooled investment vehicles as well as for businesses and institutions. FIO Advisors does not identify as an active ESG investor and is not registered as a multi-state adviser.