Alisio Capital Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Alisio Capital Partners provides discretionary investment management to individual and high-net-worth clients, including international investors, with an emphasis on long-term, disciplined wealth accumulation. The firm prepares a personalized Investment Policy Statement for each client, assigns clients to model portfolios implemented through exchange-traded funds, and conducts ongoing monitoring with quarterly reporting and rebalancing.
The firm’s investment approach is index-driven and cost-conscious, constructing diversified model portfolios from low-cost, liquid ETFs aligned to each client’s documented risk tolerance and time horizon. For clients who are not U.S. persons, Alisio generally implements exposure through Ireland-domiciled UCITS ETFs in accumulating U.S. dollar share classes and highlights related currency, withholding tax and U.S. tax (PFIC) considerations.
Alisio’s operating profile is atypical for its peer group: it is organized as a Wyoming LLC and registered with the SEC while maintaining its principal office in the Netherlands and ultimate ownership through a Dutch private company. The firm is newly established with no regulatory assets under management as of the brochure date, operates on a fee-only basis, requires a multi-year advisory engagement, and recommends a specific global custodian and execution platform for client accounts.
Client services
Expertise
Fee options
up to 0.85% annually, billed quarterly in arrears
Account minimum: $20,000 Fee-only: Fee-only compensation, no commissions or other third-party compensation
Main office
Zevenhuizen, Netherlands
Most active in
Wyoming
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)