Aionios Capital Partners, LLC logo

Aionios Capital Partners, LLC

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Client assets under management

$2,520,010

Clients

1

100% high-net worth

Advisors

1

of 1 employees

Firm type

Independent

1 advisor

Clients per advisor

1

Very Low

Average 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

Percentage

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

California · South Carolina

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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