Aionios Capital Partners, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,520,010
Clients
1
100% 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
1
Very LowAverage account size
$2,520,010
About
Aionios Capital Partners is an independent, solo-registered investment adviser that serves high‑net‑worth individuals and families, reporting one client and approximately $2.52 million in regulatory assets under management. Its service set includes comprehensive portfolio management, financial planning/consulting and an expanded family office offering that coordinates tax, legal and administrative support.
The firm provides customized investment solutions that may include individual stocks and bonds, ETFs, mutual funds, fixed income, alternative investments and private funds, and it states portfolios are continuously monitored and rebalanced as needed; the firm may also engage third‑party sub‑advisors for implementation. Its stated methods combine fundamental, quantitative, technical and sector analysis and can employ both long‑ and short‑term trading strategies as well as co‑investments and specialized private structures.
Distinctive for a single‑advisor practice, the firm offers multi‑family‑office style services and concierge/administrative support, including private investment due diligence, MFO structuring, banking and credit consulting, and assistance with illiquid or niche assets such as direct real estate, fine art, SPACs, PIPEs, private equity and cryptocurrencies. The brochure also highlights the principal’s institutional asset management and private equity experience and the CFA charter as part of the firm’s advisory profile.
Client services
Financial planning
Portfolio management
Selection of other advisers
Family office services
Expertise
Private / alternative investments
Wealth management
Charitable giving & philanthropy
Occupation focus
Founder/Business Owner
Executive
Fee options
Up to 2.00% annually, billed monthly in arrears on a pro-rata basis based on account value
Main office location
Aionios Capital Partners, LLC
5000 Birch St West Tower, Suite 3000
Newport Beach CA 92660, United States
Number of offices
3
Most active in
Aionios Capital Partners, LLC has reported serving >5 clients in these states in the last 12 months.
California · South Carolina
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
Quick links
Advisors at this firm
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