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AEON CAPITAL PARTNERS, LLC
CRD 308424
14902 PRESTON RD, SUITE 404-807, DALLAS, TX, 75254, United States
Phone
(972) 755-9230
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$2.6M
Discretionary AUM
$2.6M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $241K |
| High net worth individuals | 16 | $2.2M |
All web addresses on file
Official SEC filing: View on IAPD