ARAGON GLOBAL MANAGEMENT, LP
Firm details
- Headquarters
- MIAMI, Florida
- CRD number
- 156043
- Registered since
- June 25, 2021
- Website
- aragonglobal.com
- 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 that registers with the SEC (2021) and serves institutional clients. The firm operates as a commodity pool operator/commodity trading adviser (CPO/CTA) and provides portfolio management for pooled investment vehicles as well as for businesses and institutions. It also acts as sponsor, general partner and managing member for pooled vehicles it controls. Compensation structures reported include asset‑based fees, fixed fees and performance‑linked fees. Aragon is not identified as an active ESG investor and does not position itself as a multi‑state adviser or a capital allocator in the FINTRX data.
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 1ANNE DIAS
Founder and Chief Executive OfficerCRD 2547686
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 5Active vs passive
$91.1M in ETFs
100%
$91.1M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $45M | 77,995 | 49.44% |
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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