CIO CAPITAL GROUP LLC

CIO CAPITAL GROUP LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 336490). Regulatory assets under management: $40.1M.

Registration

• CRD: 336490
• SEC file number: 801-133812
• Type: Registered investment adviser
• Location: 41 MADISON AVE, FLOOR 31, NEW YORK, NY, 10010
• Phone: 212-516-4000
• Latest filing: 2026-04-01
• Regulatory AUM: $40.1M
• Discretionary AUM: $40.1M
• Clients: 5
• Accounts: 15

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 336490 on SEC IAPD (source of record)
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