$2.6M Total AUM
$2.6M Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
6 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-28-2020
- Office Locations
- 1
Office Locations
-- Dallas TX
About Aeon Capital Partners, LLC
Aeon Capital Partners is a Dallas-based RIA led by Geoff Collette, CFA, offering a single, concentrated US equity strategy (launched 2020) rooted in “neo-value” investing in technology-enabled companies with deep fundamental research. The strategy was ranked #1 among US Equity managers in 2023 and 2024 in Nasdaq eVestment, serving retail and institutional clients.
Team overview
39 AVG AGE
$2.6M AVG AUM / ADVISOR
$113.9K AVG AUM / CLIENT
1.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
Available
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Custodian
Available
Owner & Executives
G
GEOFFREY MICHAEL COLLETTE
Chief Compliance Officer, Managing Member
- CRD
- #5191473
- Ownership
- 75% or more
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Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,620,273 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,620,273 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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