Ione Capital Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 305571
- Website
- ionecap.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles92.06%
- HNWI7.94%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Ione Capital Management LLC is a New Jersey–registered LLC that operates as a hedge-fund style investment adviser serving both individuals/families and institutional clients. The firm provides portfolio management for individuals and small businesses and manages pooled investment vehicles, acting as sponsor, general partner and managing member for its funds. Its compensation mixes a percentage-of-assets model with performance-based fees. The firm reports no focus on ESG integration and is organized under individual ownership.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Cash & Cash Equivalents50%
Owners & executives
1 of 1
Yifan Liu
Partner & Chief Operating OfficerCRD 7297498
Contacts
3 of 5
Chao Xu
PartnerCRD 5731959
Yijia Fan
Founder & Managing PartnerCRD 7175648
Yong He
PartnerCRD 7297500
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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