# Elion Partners, LLC

> Elion Partners, LLC is an SEC-registered investment advisory firm in Miami, FL, registered since 2017, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 170483
- Filed as: ELION PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/170483
- AdvisorCensus page: https://advisorcensus.com/firm/elion-partners-llc-miami-fl-170483

## Quick answers

**How is Elion Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Elion Partners, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Elion Partners, LLC located?**
Elion Partners, LLC's principal office is in Miami, FL, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Elion Partners, LLC registered with the SEC or a state?**
Elion Partners, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 170483.

**How much does Elion Partners, LLC manage?**
Elion Partners, LLC reports $1,412,383,000 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Elion Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Elion Partners, LLC: Regulatory assets under management: $655,348,000 in the October 2021 data and $1,412,383,000 in the October 2026 data, up 116%. Total employees: 20 in October 2021 and 27 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Elion Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (28).

**Does Elion 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/170483

**What changed in Elion Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 17 to 16. No longer lists an office in New York, NY. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $1,412,383,000
- Discretionary: $1,412,383,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 28 | $1,412,383,000 |

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

### Firm details
- Registered since: 2017 (9 years)
- Employees: 27 total, 16 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- 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
- North Bethesda, MD

### Websites listed on Form ADV (Item 1.I)
- elionpartners.com
- LinkedIn @elion-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $655,348,000 | 20 | May 3, 2021 |
| October 2022 | $1,076,772,000 | 31 | March 29, 2022 |
| October 2023 | $1,355,060,000 | 42 | May 8, 2023 |
| October 2024 | $1,327,711,000 | 46 | March 29, 2024 |
| October 2025 | $1,390,187,000 | 33 | March 31, 2025 |
| October 2026 | $1,412,383,000 | 27 | March 31, 2026 |

Regulatory assets under management: $655,348,000 in the October 2021 data and $1,412,383,000 in the October 2026 data, up 116%.
Total employees: 20 in October 2021 and 27 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 17 to 16.
- No longer lists an office in New York, NY.
- Updated its list of owners and control persons (Schedule A).

### January 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Elion Partners, LLC (CRD 170483): Form ADV filing data as of October 2026.