CION INVESTMENT MANAGEMENT, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $1.81B |
| Discretionary | $1.81B100% of AUM |
| Client Accounts | 1 |
| Avg Account Size | $1.81B |
| Employees | 27 |
| Peak AUM | $2.00BMar 2024 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.8B | 4.4% | 1.1% | +2.3% | |
| Discretionary AUM | $1.8B | ||||
Key Metrics
| Total AUM | $1.81B |
| Discretionary | $1.81B |
| Employees | 27 |
| Client Accounts | 1 |
| Client Range | 0 |
Contact & Location
Address
100 PARK AVENUE
NEW YORK NY 10017
Phone
212-418-4700
Filing History
24 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Pooled)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$1.8B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
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