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Aurelien Capital Partners

Updated today

Client assets under management

$27,658,044

Clients

29

59% high-net worth

Advisors

3

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

10

Very Low

Average account size

$953,726

About

Aurelien Capital Partners serves individuals, families and high‑net‑worth clients, with specific outreach to professional athletes and exonerees, providing wealth management, financial planning and family office services. Its client work includes portfolio management, written financial plans delivered via the eMoney platform, coordination of third‑party managers, and sourcing of alternative investments and special purpose vehicles.

The firm describes an open‑architecture investment approach that blends active and passive strategies across public and private markets, using fundamental, technical and cyclical analysis to construct diversified portfolios of mutual funds, ETFs, individual securities, options and alternatives. ACP regularly uses third‑party sub‑advisers and vendor performance reporting, and emphasizes long‑term allocation with tactical and alternative overlays while retaining the ability to implement shorter‑term trades or margin in specific circumstances.

The brochure discloses several features that differentiate ACP from many peers: an affiliate relationship with Aurelien Capital Management, LLC, which manages SPVs that may be recommended to clients and charge performance‑based fees; the fact that certain firm representatives are licensed insurance agents and may receive commission‑based compensation for insurance sales; and the firm’s acknowledgment that it may, in limited situations, utilize borrowing or margin in client accounts and rely on sub‑advisers and third‑party performance reporting. These affiliations, compensation arrangements and potential use of leverage are highlighted in the disclosures as potential conflicts of interest the firm manages.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Options & derivatives strategies Private / alternative investments Concentrated stock management Wealth management Cash flow / budgeting

Occupation focus

Professional Athlete Retired Founder/Business Owner Executive

Demographic focus

Retired

Fee options

Percentage

up to 1.00% annually (negotiable, based on factors such as asset size, complexity, relationship)

Commissions

Commission-based compensation for insurance product sales by certain firm personnel licensed as insurance agents.

Other

Account minimum: $500,000 Fee-only: Annual fee for Comprehensive Financial Planning based on 1% of annual contract value (pro-athletes), 1% of gross settlement amount less amount committed to asset management (exonerees), or 1% of net worth (all others); fees negotiated individually.

Main office location

Aurelien Capital Partners

208 N. Green Street

Chicago IL 60607, United States

Number of offices

1

Most active in

Illinois

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Cameron D

Series 66

Chicago, IL

Aurelien Capital Partners

Cameron Dickerson is a financial advisor at Aurelien Capital Partners with nine years of industry experience. He holds a Series 66 designation and has previously worked at A&O Advisors, Bank of America, Merrill Lynch, and Morgan Stanley. In addition to his advisory role, he is a licensed independent insurance agent and provides administrative services for an affiliate of his firm. Aurelien Capital Partners serves individuals and families, including high-net-worth clients, professional athletes, and exonerees, offering wealth management, financial planning, and family-office services. The firm employs a plan-driven, open-architecture investment approach that blends active and passive strategies across public and private markets to tailor asset allocations according to client goals and risk tolerance.

Options & derivatives strategies Private / alternative investments Concentrated stock management Wealth management Cash flow / budgeting Professional Athlete Retired Founder/Business Owner Executive
user avatar

Oliver K

Series 66

Chicago, IL

Aurelien Capital Partners

Oliver Kupe is a financial advisor at Aurelien Capital Partners with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Red Oak Capital Investments, Fort Point Capital Partners, Bank of America, and Merrill Lynch. Kupe serves as an advisory board member of 548 Capital's Solar Chicago Fund, providing non-binding advice on housing, environmental, and economic issues in inner cities. Aurelien Capital Partners serves individuals and families, including high-net-worth clients, professional athletes, and exonerees, offering wealth management, financial planning, and family-office services. The firm employs a plan-driven, open-architecture investment approach combining active and passive strategies across public and private markets tailored to client goals and risk tolerance.

Options & derivatives strategies Private / alternative investments Concentrated stock management Wealth management Cash flow / budgeting Professional Athlete Retired Founder/Business Owner Executive
user avatar

Natalie B

Series 65

Chicago, IL

Aurelien Capital Partners

Natalie Baros is a financial advisor at Aurelien Capital Partners with a Series 65 credential. She has worked in the financial industry since 2016, including roles at Merrill and Firstrock Capital. Outside of her advisory work, she is the managing member of NEB, LLC, a consulting business focused on operations, business development, and translation services. Aurelien Capital Partners serves individuals and families, including high-net-worth clients, professional athletes, and exonerees, offering wealth management, financial planning, and family-office services. The firm employs a plan-driven, open-architecture investment approach that combines active and passive strategies across public and private markets.

Options & derivatives strategies Private / alternative investments Concentrated stock management Wealth management Cash flow / budgeting Professional Athlete Retired Founder/Business Owner Executive
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