IOLITE ASSET MANAGEMENT

Overview

Iolite Asset Management is organized as a limited liability company and began its SEC registration in 2025. Ownership is held by an individual and the firm charges clients on a percentage-of-assets-under-management basis. Its registered advisory work covers discretionary portfolio management for individuals and small businesses, pooled investment vehicles, and corporate or institutional clients. The firm is not identified as an active ESG investor, is not positioned as a pension consultant, and is not designated as a multistate adviser in the source material. The adviser maintains related-adviser relationships and lists industry affiliations that include other investment adviser activity and CPO/CTA roles, indicating connections with other commodity or advisory structures rather than operating solely as an independent standalone manager. The firm is classified as unclassified in the provided snapshot and is not characterized as a capital allocator.

Assets & Accounts

Investments & Alternatives