Investment adviser · CRD 311163
AURELIEN CAPITAL PARTNERS
Investment adviser filing (IA)
AURELIEN CAPITAL PARTNERS LLC
CHICAGO, IL, United States · Form ADV filed Apr 15, 2021
- Regulatory AUM
- $27.6M Form ADV · Item 5.F
- Client accounts
- 27 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 8 | $25,207,422 | 91.4% |
| Individuals | 19 | $2,372,663 | 8.6% |
Filing source
Form ADV 1531957 · Apr 15, 2021 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 15, 2021. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
208 N. GREEN STREETCHICAGO, IL, 60607, United States
CRD 311163
Filing source
Form ADV 1531957 · Apr 15, 2021 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.