Aurelien Capital Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Aurelien Capital Partners serves individuals, families and high‑net‑worth clients, with specific outreach to professional athletes and exonerees, providing wealth management, financial planning and family office services. Its client work includes portfolio management, written financial plans delivered via the eMoney platform, coordination of third‑party managers, and sourcing of alternative investments and special purpose vehicles.
The firm describes an open‑architecture investment approach that blends active and passive strategies across public and private markets, using fundamental, technical and cyclical analysis to construct diversified portfolios of mutual funds, ETFs, individual securities, options and alternatives. ACP regularly uses third‑party sub‑advisers and vendor performance reporting, and emphasizes long‑term allocation with tactical and alternative overlays while retaining the ability to implement shorter‑term trades or margin in specific circumstances.
The brochure discloses several features that differentiate ACP from many peers: an affiliate relationship with Aurelien Capital Management, LLC, which manages SPVs that may be recommended to clients and charge performance‑based fees; the fact that certain firm representatives are licensed insurance agents and may receive commission‑based compensation for insurance sales; and the firm’s acknowledgment that it may, in limited situations, utilize borrowing or margin in client accounts and rely on sub‑advisers and third‑party performance reporting. These affiliations, compensation arrangements and potential use of leverage are highlighted in the disclosures as potential conflicts of interest the firm manages.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
up to 1.00% annually (negotiable, based on factors such as asset size, complexity, relationship)
Commission-based compensation for insurance product sales by certain firm personnel licensed as insurance agents.
Account minimum: $500,000 Fee-only: Annual fee for Comprehensive Financial Planning based on 1% of annual contract value (pro-athletes), 1% of gross settlement amount less amount committed to asset management (exonerees), or 1% of net worth (all others); fees negotiated individually.
Main office
208 N. Green Street
Chicago IL 60607
Advisors at this office
3
Most active in
Illinois
Also doing business as
Aurelien Capital Partners · Aurelien Capital Partners LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Advisors at this firm
Cameron D
Series 66
Chicago, IL
Aurelien Capital Partners
Cameron Dickerson is a financial advisor at Aurelien Capital Partners with nine years of industry experience. He holds a Series 66 designation and has previously worked at A&O Advisors, Bank of America, Merrill, and Morgan Stanley. In addition to his advisory role, he is a licensed independent insurance agent. Aurelien Capital Partners serves individuals, families, and high-net-worth clients, including professional athletes and exonerees, offering wealth management, financial planning, and family office services. The firm employs an open-architecture investment approach that combines active and passive strategies across public and private markets with a focus on diversified portfolios and long-term allocation.
Oliver K
Series 66
Chicago, IL
Aurelien Capital Partners
Oliver Kupe is a financial advisor at Aurelien Capital Partners with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Red Oak Capital Investments, Fort Point Capital Partners, Bank of America, and Merrill Lynch. Kupe serves as an advisory board member of 548 Capital's Solar Chicago Fund, providing non-binding advice on housing, environmental, and economic issues in inner cities. Aurelien Capital Partners serves individuals and families, including high-net-worth clients, professional athletes, and exonerees, offering wealth management, financial planning, and family-office services. The firm employs a plan-driven, open-architecture investment approach combining active and passive strategies across public and private markets tailored to client goals and risk tolerance.
Natalie B
Series 65
Chicago, IL
Aurelien Capital Partners
Natalie Baros is a Series 65-licensed financial advisor at Aurelien Capital Partners with three years of industry experience. Her prior roles include positions at Merrill and Firstrock Capital, among others. Outside of her advisory work, she serves as a managing member of NEB, LLC, providing consulting support for operations and business development at a CPA firm. Aurelien Capital Partners serves individuals, families, and high-net-worth clients, with a focus on professional athletes and exonerees, offering wealth management, financial planning, and family office services. The firm employs an open-architecture investment approach, blending active and passive strategies across public and private markets to build diversified portfolios.
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