Cion Investment Management II, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 298441
- Registered since
- March 12, 2019
- Website
- www.cioninvestments.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Cion Investment Management II, LLC is an SEC-registered limited liability company organized as an institutional registered investment adviser. The firm registered with the SEC in 2019 and is identified as a related adviser to other entities. Its advisory scope is centered on portfolio management for pooled investment vehicles rather than traditional individual advisory relationships. Fee arrangements reported include a percentage-of-AUM component, performance-based fees and other fee types. The firm is not identified as an active ESG investor, is not a multi-state adviser, and is not flagged as a pension consultant or capital allocator. Regulatory and industry affiliations indicate activity beyond pure advisory services: the firm is associated with broker–dealer functions, other investment adviser roles, commodity pool operator/commodity trading advisor activity, and it can act as sponsor, general partner or managing member of pooled investment vehicles. Owner type is listed as a combination of a domestic entity and an individual.
Assets & Accounts
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
Owners & executives
2 of 2
Mark Gatto
Co-Founder & CEOCRD 5596285

Stephen Roman
Chief Compliance OfficerCRD 6630227
Contacts
3 of 5
Michael Reisner
Co-FounderCRD 4672941

Keith Franz
Managing DirectorCRD 5864502

Gregory Schill
Co-Founder and Senior Managing DirectorCRD 4981266
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 100 Park Ave
- Time zone
- ET (UTC-5)
- Office locations
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