Aeon Capital Partners, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,433,425
Clients
23
70% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
23
TypicalAverage account size
$105,801
About
Aeon Capital Partners provides discretionary investment management through separately managed accounts for individuals, high-net-worth clients, and foundations, collecting client objectives and permitting written restrictions on specific securities. Accounts are managed via a single, non‑tailored strategy so clients generally hold the same securities at the same time and receive regular custodial reporting.
The firm’s investment approach is bottom‑up fundamental equity research focused on a limited number of long positions in competitively advantaged businesses, without market capitalization constraints. This concentrated, long‑term strategy emphasizes qualitative assessments of competitive position and management and can result in greater volatility and concentration risk than more diversified mandates.
Aeon Capital Partners is notable for using performance‑based compensation arrangements for certain qualified clients, a feature that is uncommon among independent advisors. The firm also serves charitable organizations and foundations—another relatively uncommon client type for its peer group—and maintains trade aggregation and allocation policies intended to treat client accounts equitably under the shared strategy.
Client services
Portfolio management
Expertise
Concentrated stock management
Fee options
$0+: 2.0% annually (non-qualified clients) $0+: 1.0% annually (qualified clients)
10% performance allocation above a 5% annual hurdle rate with a high-water mark for qualified clients
Account minimum: $250,000
Main office location
Aeon Capital Partners, LLC
14902 Preston Rd, Suite 404 807
Dallas TX 75254, United States
Number of offices
1
Most active in
Aeon Capital Partners, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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