Alcion Ventures, L.P
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Overview
Alcion Ventures, L.P operates as an advisory firm headquartered in Boston, Massachusetts. The firm manages $471.3 million in assets across 17 customer accounts, making it one of the bigger investment advisory firms in the country by assets under management (AUM). It has a small group, including 5 financial advisors. Alcion Ventures, L.P is not a registered broker-dealer, meaning the firm is not able to buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer company to do so. Securities are defined as tradable financial assets such as bonds, options and equities.
Alcion Ventures, L.P administers most of the firm's client assets in a discretionary manner. Discretionary management means that transaction judgments are made by a portfolio manager without needing to seek client permission. The company also administers two non-discretionary accounts totaling $9.0 million in assets. The investment advisory firm's typical account size is $27.7 million. The typical financial advisor at Alcion Ventures, L.P manages about three client accounts, making it one of the most individualized firms in the country.
Alcion Ventures, L.P's central office is located at 53 State Street, Boston, Massachusetts 02109-2139. The company is allowed to serve customers in the state of Massachusetts.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Alcion Ventures, L.P by the Numbers
$471.3 million
12
17
$27.7 million
Fee Structure
A financial advisor's fees largely are based on the type of services provided. However, fee types charged by Alcion Ventures, L.P may include the following fee structures: asset-based or performance-based. The company does not participate in a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It caters to pooled investment vehicles and corporations. Out of its 17 customers, Alcion Ventures, L.P's largest client is pooled investment vehicles. None of the company's clients are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Alcion Ventures, L.P does not have any disclosures.
Please visit its Form ADV for more details.
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