ION MACRO MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
6
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
333540
Registered since
October 29, 2024

Firm profile

FINTRX

Overview

ION Macro Management LLC is organized as a limited liability company and became SEC-registered in 2024. The firm is listed as having both a foreign-entity and individual ownership structure and is categorized as “unclassified” in the available records. Its primary business activity is recorded as Other Financial Product Salesperson, and it is affiliated as an investment adviser/sponsor and as a general partner/managing member of pooled investment vehicles. The firm does not report being an active ESG investor, is not a multi-state adviser, and is not identified as a capital allocator or pension consultant. The combination of registration as an adviser/sponsor and the salesperson designation suggests the firm’s business is centered on operating and distributing private pooled vehicles rather than running a broad retail advisory practice.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

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

3 of 3
  • MICHAEL SHAOUL

    Chairman & CEOCRD 2827216

  • Moran Barnea

    Chief Operating OfficerCRD 7383178

  • ANTHONY REICH

    Chief Financial Officer & Chief Compliance OfficerCRD 7383179

Contacts

3 of 3
  • Stephen Levey

    Co-Founder and Portfolio ManagerCRD 7383140

  • DAVID COHEN

    DirectorCRD 1051171

  • JONATHAN KOLBER

    ChairmanCRD 6063294

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
1305 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth