Ione Capital Management LLC

Overview

Ione Capital Management LLC operates as a small, active manager with a clear preference for equities and a structure that combines separate account management and a firm-sponsored hedge fund. The firm serves both high-net-worth individuals and institutional clients, charging a combination of asset-based and performance fees that aligns its incentives with return generation. Its advisory mandate covers discretionary portfolio management for individuals and pooled investment vehicles, and the firm also acts as sponsor, general partner and managing member of at least one pooled vehicle, signaling direct involvement in fund governance and strategy execution. Investment activity appears equity-focused at the account level, while the firm’s hedge fund vehicle likely pursues more opportunistic strategies given the performance-fee component. The mix of services — SMA management through a retail custodian and a firm-run hedge fund — suggests the firm balances liquid, exchange-traded exposures for client accounts with a concentrated, actively managed fund for more complex or higher-conviction positions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices