Investment adviser · CRD 138400

PELION INVESTMENT ADVISORS, INC.

Investment adviser filing (IA)

NEW YORK, NY, United States · Form ADV filed Dec 11, 2012

Regulatory AUM
$7.65M
Form ADV · Item 5.F
Client accounts
30
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: Dec 11, 2012. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Performance-based

Principal office

369 LEXINGTON AVENUE, SUITE 325
NEW YORK, NY, 10017, United States

CRD 138400

Filing source

Form ADV 685295 · Dec 11, 2012 · 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.