A complete list of active advisors currently associated with Aurelien Capital Partners
Warmer can help you find a great advisor at Aurelien Capital Partners or one who fits your needs even better.
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.
To learn more about the advisors currently working at Aurelien Capital Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Chicago, IL
| 1
| |
Chicago, IL
| 9
| |
Chicago, IL
| 13
|
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