IONE CAPITAL MANAGEMENT LLC

IONE CAPITAL MANAGEMENT LLC is an SEC-registered investment adviser (CRD 305571). Regulatory assets under management: $63.0M.

Registration

• CRD: 305571
• Type: Registered investment adviser
• Phone: 646-469-5320
• Latest filing: 2026-03-26
• Regulatory AUM: $63.0M
• Discretionary AUM: $63.0M
• Clients: 4
• Accounts: 13

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth, Investment cos.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305571 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search