A complete list of active advisors currently associated with IONE Capital Management LLC

Warmer can help you find a great advisor at IONE Capital Management LLC or one who fits your needs even better.

iOne Capital Management LLC provides discretionary portfolio management primarily to high‑net‑worth individuals and to pooled investment vehicles. The firm also serves as investment adviser and sponsor to a private pooled vehicle, iOne Multi Asset Strategy Fund, LTD., and maintains a stated minimum investment requirement of $1,000,000. The firm’s investment approach is quantitative and systematic: it describes statistical “alpha” strategies, model portfolios, algorithmic asset‑allocation driven by backtesting over a 30‑year data set, and the use of technical and fundamental analysis alongside instruments such as options, futures and frequent trading. Risk management policies are explicitly described (no leverage, maximum position limits, and pre‑determined drawdown rules), and accounts are managed on a discretionary basis. Compared with many peers, iOne combines advisory services for individual high‑net‑worth clients with sponsorship and management of a private fund and other pooled vehicles, and it charges performance‑based fees (a fixed portion plus up to 20% of annual gross profits) while disclosing side‑by‑side management considerations. The brochure also notes the firm’s use of backtested performance information, its routine requirement that clients use a specified custodian/execution platform (Interactive Brokers), and a significant non‑U.S. client base, factors that can affect execution, reporting and regulatory considerations.

To learn more about the advisors currently working at IONE Capital Management LLC, 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.