Aionios Capital Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Aionios Capital Partners is an independent, solo-registered investment adviser that serves high‑net‑worth individuals and families, reporting one client and approximately $2.52 million in regulatory assets under management. Its service set includes comprehensive portfolio management, financial planning/consulting and an expanded family office offering that coordinates tax, legal and administrative support.
The firm provides customized investment solutions that may include individual stocks and bonds, ETFs, mutual funds, fixed income, alternative investments and private funds, and it states portfolios are continuously monitored and rebalanced as needed; the firm may also engage third‑party sub‑advisors for implementation. Its stated methods combine fundamental, quantitative, technical and sector analysis and can employ both long‑ and short‑term trading strategies as well as co‑investments and specialized private structures.
Distinctive for a single‑advisor practice, the firm offers multi‑family‑office style services and concierge/administrative support, including private investment due diligence, MFO structuring, banking and credit consulting, and assistance with illiquid or niche assets such as direct real estate, fine art, SPACs, PIPEs, private equity and cryptocurrencies. The brochure also highlights the principal’s institutional asset management and private equity experience and the CFA charter as part of the firm’s advisory profile.
Client services
Expertise
Occupation focus
Fee options
Up to 2.00% annually, billed monthly in arrears on a pro-rata basis based on account value
Main office
5000 Birch St West Tower, Suite 3000
Newport Beach CA 92660
Advisors at this office
1
Most active in
California · South Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
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