# Aureon Management 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.

- CRD: 338348
- Filed as: AUREON MANAGEMENT LLC
- Legal name: Aureon Partners LLC
- Also doing business as: AUREON MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/338348
- AdvisorCensus page: https://advisorcensus.com/firm/aureon-management-llc-new-york-ny-338348

## Quick answers

**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

### Compensation (Item 5.E)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 11, 2026)

- Account minimum: None

> 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 brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $481,028,320
- Discretionary: $0
- Non-discretionary: $481,028,320

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Other investment advisers | 1 | $481,028,320 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2025 (0 years)
- Employees: 7 total, 7 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- London

## Changes in the filing (last 12 months)

### 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.

### January 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Aureon Management LLC (CRD 338348): Form ADV filing data as of October 2026.
