Anthelion Capital Partners LLC

RIASEC RegisteredEst. 2023
Total AUM
$3.5B
Discretionary
$3.5B
100% of AUM
Avg account
$394M
Accounts
9
Employees
16
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
328009
Registered since
October 6, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Anthelion Capital Partners LLC is a privately held investment manager organized as an LLC and registered with the SEC in 2023. The firm operates as a multi-strategy fund sponsor and manager, combining activity across private equity, hedge funds and securitized-asset structures. Its client flow is institutional, and its advisory mandate focuses on portfolio management for pooled investment vehicles rather than serving as a traditional capital allocator to outside managers. The business model centers on pooled vehicles where Anthelion often serves as sponsor, general partner and managing member. Compensation is a combination of a percentage-of-AUM fee and performance-based fees, consistent with fund-level carry arrangements. The firm does not identify as an active ESG investor and is not described as a multi-state adviser; ownership is listed as a mix of a domestic entity and individual ownership.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Michelle Barone

    Michelle Barone

    COO & CFOCRD 4435688

  • Lisa Roitman

    Chief Compliance OfficerCRD 5359084

Contacts

2 of 2
  • Anna Kozicz-Stankiewicz

    Anna Kozicz-Stankiewicz

    Co-FounderCRD 4233238

  • Vusal Najafov

    Vusal Najafov

    Co-FounderCRD 4988792

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
152 W 57th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth