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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-23-2020
- Office Locations
- 2
Office Locations
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
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Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
OLIVER J KUPE
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #6112987
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Elise Baros
Investor Relations & Operations
- CRD
- --
Natalie Elise Baros
--
- CRD
- #7297430
Frontier atlas
Peak vector vertex
- CRD
- #36445
Showing 2 of 5 contacts
Unlock allAssets Under Management
| 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
| 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% |