Aragon Global Management, LP

RIASEC RegisteredEst. 2021

Total AUM

$369M

Discretionary

$369M

100% of AUM

Avg account

$184M

Accounts

Employees

Advisory reps

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

FINTRX

Overview

Aragon Global Management, LP is a limited partnership that functions as an institutional registered investment adviser. The firm is SEC-registered (2021) and serves institutional clients, providing portfolio management for pooled investment vehicles as well as for businesses and other institutions. It operates with the regulatory and operational profile of a commodity pool operator/commodity trading advisor (CPO/CTA) and also takes sponsor/GP/managing-member roles in pooled vehicles it manages. Compensation includes asset-based fees plus fixed fees and performance-based fees, reflecting a mix of traditional AUM billing and incentive structures. The firm is not an active ESG investor and is not registered as a multistate adviser. It is owned by a combination of a domestic entity and an individual.