Aeon Capital Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Aeon Capital Partners provides discretionary investment management through separately managed accounts to individuals, high‑net‑worth clients and foundations/charitable organizations. The firm manages about $2.6 million across roughly 23 client accounts and charges fees based on a percentage of assets under management.
The firm pursues a bottom‑up, fundamental equity strategy concentrated in a limited number of long positions and without market‑capitalization constraints, implementing a single model portfolio that is held in the same securities across all client accounts. Accounts are managed on a discretionary basis and clients may impose written restrictions, but portfolios are not tailored to each client’s other assets or investments.
Notably, Aeon offers a performance‑based fee option for qualified clients — a lower management fee combined with a 10% performance allocation above a 5% annual hurdle with a high‑water mark — while non‑qualified clients pay a higher asset‑based fee, creating side‑by‑side fee arrangements. The firm’s acceptance of foundations/charitable organizations as clients is an uncommon feature for a firm of this size, and the brochure discloses policies intended to ensure fair and equitable treatment of accounts given the mixed fee structures.
Client services
Expertise
Fee options
$0+: 2.0% annually for non-qualified clients $0+: 1.0% annually for qualified clients
10% performance allocation in excess of a 5% annual hurdle rate with a high-water mark for qualified clients
Account minimum: $250,000
Main office
Dallas TX
Advisors at this office
1
Most active in
Texas
Disclosures
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Business activities & affiliations
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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