AdvisorCensus / Financial advisors / Wyoming / Alisio Capital Partners LLC
Alisio Capital Partners LLC is an SEC-registered investment advisory firm in Sheridan, WY, registered since 2026, with no regulatory assets under management reported in its Form ADV filing dated September 23, 2026.
Quick answers
From the filingHow is Alisio Capital Partners LLC compensated?
On its Form ADV (Item 5.E, October 2026), Alisio Capital Partners LLC reports these compensation arrangements: a percentage of assets under its management.
What does Alisio Capital Partners LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated August 28, 2026 states: Asset-based fee: up to 0.85% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Alisio Capital Partners LLC located?
Alisio Capital Partners LLC's principal office is in Sheridan, WY, according to its Form ADV.
Is Alisio Capital Partners LLC registered with the SEC or a state?
Alisio Capital Partners LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 343516.
Does Alisio Capital Partners LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/343516
Does Alisio Capital Partners LLC state an account minimum?
Its Form ADV Part 2A brochure dated August 28, 2026 says: "The Firm requires a minimum initial investment of $20,000. This minimum may be waived at the Firm’s discretion based on individual circumstances, including anticipated future contributions or a long-term client relationship."
What changed in Alisio Capital Partners LLC's recent Form ADV filings?
In the September 2026 filing data: Newly registered with the SEC. Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: up to 0.85% of assets a year (the maximum the brochure states)
The brochure's wording
Alisio Capital Partners LLC charges an annual management fee of up to 0.85% of assets under management, billed quarterly in arrears.
Account minimum: $20,000 (the brochure says it may be waived or negotiated)
The brochure's wording
The Firm requires a minimum initial investment of $20,000. This minimum may be waived at the Firm’s discretion based on individual circumstances, including anticipated future contributions or a long-term client relationship.
As stated in the firm's Form ADV Part 2A brochure dated August 28, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.FNot reported.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- September 2026
- Newly registered with the SEC.
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Alisio Capital Partners LLC (CRD 343516): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/alisio-capital-partners-llc-sheridan-wy-343516