CION Investment Management LLC

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Assets, Funds, Holdings

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CION Investment Management LLC
CRD #160386
SEC #801-77235
CIK #0001534254, 0001624904
AUM $1.9 B (2025-03-26)
Employees 28 (43% Investors, 0% Brokers)
Phone212-418-4700
Address100 Park Avenue
New York, NY 10017
Source [IAPD] [EDGAR] [Website]
Total AUM ($B)
3.02.41.81.20.60.02011201620212026
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 1 1.9
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1 1.9
By Discretionary
Discretionary 1 1.9
Non-Discretionary 0 0.0
Total 1 1.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1.9
Total 1 1.9
EDGAR Form CIK 2011 - 2025
10-K [0001534254]
10-Q [0001534254]
3 [0001534254]
4 [0001534254]
8-K [0001534254]
SC 13G [0001534254]
Form 13D/13G Filer Form 13D/13G Subject Filed
Icon Investment Group LLC CION Investment Corp [2013-01-14]
Hardwood Partners LLC CION Investment Corp [2013-01-11]
[2013-01-11]
Apollo Principal Holdings III GP Ltd CION Investment Corp [2013-01-10]
Form 3/4/5 Subject 2011 - 2025
Reisner Michael A
CION Investment Corp
Finlay Peter I
Roman Stephen
Breakstone Robert A
Gatto Mark
Bresner Gregg A
Pinero Eric A.
Arestia Charlie
Franz Keith S
Choi Catherine
Schwartz Aron I
Estrada Edward J.
Glatt Joseph D
Hedin Earl
Giovani Harry
Florio James J
Verlizzo David J
Hardwood Partners, LLC
Apollo Principal Holdings A GP, Ltd.
Apollo Principal Holdings A, L.P.
ICON Investment Group, LLC
Connor Sean
Manley Michael R
Kress Joel S
Related Firms State AUM ($B)
CION Ares Management LLC
NY 6.8
CION Investment Management LLC
NY 1.9
Comparable Firms State AUM ($B)
Columbia Capital Management LLC
KS 1.9
New England Retirement Consultants LLC
MA 1.9
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NY 1.9
GE Vernova Investment Advisers LLC
CT 1.9
Kensington Asset Management LLC
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Phoenix Asset Management Partners Limited
1.9
Commonwealth Credit Advisors LLC
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Samsara Biocapital LLC
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LPC Realty Advisors I LLC
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Ashmore Investment Advisors Limited
1.9
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