AP
Aureon Partners Llc
SEC-registered
Investment Adviser · Small ($100M–$1B)
CRD 338348
· SEC file 801-134614
· New York, NY
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ADV data as of Mar 11, 2026
- Regulatory AUM
- $481M
- Discretionary
- $0
- Clients
- 1
- Avg AUM / client
- $481M
- Accounts
- 1
- Employees
- 7
AUM over time
$0
$481M
Sep 23, 2025
Mar 11, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Other investment advisers | 1 | $481M | 100.0% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/11/2026 | 904 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Other fees
- • SUB-ADVISORY FEES
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 11, 2026.
View current Form ADV (SEC/IAPD) ↗