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Aureon Management LLC

New York, NYSEC-registered investment adviserCRD 338348

Filed as AUREON MANAGEMENT LLC · Legal name Aureon Partners LLC

Aureon Management LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.

0 years
registered since 2025
$481,028,320
assets under management
1 arrangement
Other
None
disclosure items (Item 11)

Quick answers

From the filing

How is Aureon Management LLC compensated?

On its Form ADV (Item 5.E, October 2026), Aureon Management LLC reports these compensation arrangements: other.

Where is Aureon Management LLC located?

Aureon Management LLC's principal office is in New York, NY, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

Is Aureon Management LLC registered with the SEC or a state?

Aureon Management LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 338348.

How much does Aureon Management LLC manage?

Aureon Management LLC reports $481,028,320 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (0% discretionary).

What types of clients does Aureon Management LLC serve?

By number of clients on Form ADV Item 5.D: other investment advisers (1).

Does Aureon Management 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/338348

Does Aureon Management LLC state an account minimum?

Its Form ADV Part 2A brochure dated March 11, 2026 says: "The Adviser does not impose minimum account size requirements at this time, as it does not currently manage accounts directly for investors."

What changed in Aureon Management LLC's recent Form ADV filings?

In the April 2026 filing data: Regulatory assets under management went from $0 to $481,028,320. Employees performing advisory functions went from 2 to 7. Added an office in London.

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
  • Other

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 2A

Account minimum: None

The brochure's wording
The Adviser does not impose minimum account size requirements at this time, as it does not currently manage accounts directly for investors.

As stated in the firm's Form ADV Part 2A brochure dated March 11, 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.F
$481,028,320

$481,028,320 as of October 2026, filing dated March 11, 2026.

Discretionary: $0.Non-discretionary: $481,028,320.

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.D
Other investment advisers
Clients 1 Assets $481,028,320 (100%)

A 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 pooled investment vehicles (other than investment companies)

Registration and firm details

Items 1, 2, 5
Legal name
Aureon Partners LLC
Also doing business as
AUREON MANAGEMENT LLC
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2025 (0 years)
Employees
Total: 7. Performing investment advisory functions: 7.
Wrap fee program participation
No.
Other offices (Schedule D, Section 1.F)
1 other office, as of the April 2026 filing
London
States registered or notice-filed
Not reported.

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None 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
  1. April 2026
    • Regulatory assets under management went from $0 to $481,028,320.
    • Employees performing advisory functions went from 2 to 7.
    • Added an office in London.
  2. January 2026
    • Newly registered with the SEC.

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.I

Not reported.

Source: 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. Aureon Management LLC (CRD 338348): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/aureon-management-llc-new-york-ny-338348