Aragon Global Management, LP
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 156043
- Registered since
- June 25, 2021
- Custodians
- MORGAN STANLEY & CO. LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Corporations / Businesses93.02%
- Pooled Investment Vehicles6.98%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Aragon Global Management, LP is a limited partnership registered with the SEC in 2021 that operates as an institutional registered investment adviser focused on institutional clients. The firm provides portfolio management for pooled investment vehicles and for businesses or institutional investors, and it lists CPO/CTA activities among its business lines. Its fee schedules combine percentage-of-AUM fees, fixed fees and performance-based fees. Aragon reports that it is not an active ESG investor and is not a multi-state adviser. The firm serves as a sponsor/GP and managing member for pooled vehicles rather than positioning itself primarily as a third‑party capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- Public Funds/Mutual Funds30%
- Private Funds6%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1
Anne Dias
Founder and Chief Executive OfficerCRD 2547686
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 6Active vs passive
$124M in ETFs
100%
$124M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $57.4M | 77,995 | 46.36% |
Location
Miami, FL
Miami Dade
Location
Miami, FL
Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 3480 Main Hwy
- Time zone
- ET (UTC-5)
- Office locations
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