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Aurelien Capital Partners

Aurelien Capital Partners. CRD 311163

Aurelien Capital Partners logo

CRD: 311163

Aurelien Capital Partners

Chicago, IL, 60607
3122484287
$30.4M Total AUM
$30.4M Disc. AUM
-- 3Y CAGR
4 Employees
29 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
--
Established Date
11-23-2020
Office Locations
2

Office Locations

208 N. Green Street Chicago IL
-- -- IL

About Aurelien Capital Partners

Aurélien Capital Partners is a boutique investment advisory and family office serving select high-net-worth individuals—including pro athletes, entrepreneurs, and exonerees—with integrated lifestyle management, disciplined portfolio construction, and wealth preservation planning (estate and tax-aligned strategies). On the investment side, the firm uses VISE machine-learning/AI portfolios and provides access to institutional-grade managers, plus private markets and alternative options.

Team overview

32 AVG AGE
$10.1M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
4 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
5yrs Firm Age

Insights

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Accredited Investors

Foundation timber

Asset Classes

Quantum Oak North pioneer Foundation Ridge crest Bridge Vital bridge Element optima

Client Personas

Peak pioneer Vertex crest

Custodian

Ember glacier Quantum vector

Investment Themes

Atlas signal Optima radial Horizon

Investment Vehicles

Foundation Optima meridian

Platform

Unison element

Services

Eagle frontier Ridge matrix Quantum Eagle alpha Wave Foundation Element fusion Value legacy Peak

Owner & Executives

OLIVER J KUPE

OLIVER J KUPE

Chief Compliance Officer, Financial Advisor, General Partner

CRD
#6112987
Ownership
Less than 5%
(549) 398-5421
momentum.fusion@quantumcapital.com
in linkedin.com/in/momentum-frontier

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Contacts

E

Elise Baros

Investor Relations & Operations

CRD
--
(837) 832-7330
ridge.vector@pioneercapital.com
in linkedin.com/in/ember-prime
N

Natalie Elise Baros

--

CRD
#7297430
(249) 928-7486
beacon.capital@pathwaycapital.com
in linkedin.com/in/focus-insight
F

Frontier atlas

Peak vector vertex

CRD
#36445
(594) 360-6642
atlas.atlas@frontiercapital.com
in linkedin.com/in/meridian-oak

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
04-15-2021
Category Assets AVG. Account size
Discretionary $30,359,052 $1,021,485
Non-Discretionary $0 --
Total $30,359,052 $1,021,485

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Separately Managed Accounts

Total SMA Asset: $30,359,052

$30.4M Total SMA
Equity - OTC:
33.4%
Equity - Exchange:
26.4%
Sovereign Bonds:
21.5%
Cash:
18.7%
Asset class Assets Assets %
Equity - OTC $484,041,408 33.4%
Equity - Exchange $382,595,604 26.4%
Sovereign Bonds $311,583,541 21.5%
Cash $271,005,220 18.7%
Total $1,449,225,773 100.0%

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