AEON CAPITAL PARTNERS, LLC

Overview

Aeon Capital Partners, LLC is a small, equity-focused registered adviser serving individual and family clients, with a business that also accommodates small business portfolio management. The firm charges a combination of percentage-of-assets fees and performance-based fees, and manages client relationships on a discretionary basis. Its asset allocation preference is skewed toward exchange-traded equities, and the adviser does not position itself as an ESG or multi-state specialist. The ownership is individual-run and the adviser operates with a compact client base, suggesting a boutique, hands-on service model that emphasizes liquid equity exposure and active portfolio management executed through a low-cost custodial platform.

Assets & Accounts

Public Holdings

Location & Offices