Aureon Management LLC: new SEC registration, $481M AUM, New York, NY
Aureon Management LLC (New York, New York): new SEC registration, $481M AUM, New York, NY. Its amount of 481 is above the median of 134 (87th percentile). Dated 325 days ago, it serves as a historical benchmark. Score 40/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 481 · 87th percentile of 1,149 NewRiaPulse records · 3.6x the median
Free preview: all 10 published fields of this record are shown below. Locked: 177 related NY NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Aureon Management LLC |
| Legal name | Aureon Partners LLC |
| CRD | 338348 |
| Status | Approved |
| Registered with the SEC | 2025-12-15 |
| Latest Form ADV filing | 2026-03-11 |
| Location | New York, NY, United States |
| Regulatory AUM | $481,028,320 |
| Accounts | 1 |
| Employees | 7 |
| amount percentile | 87th of 1,149 (median 134, 3.6x median) |
| Peer records CSV (178 NY records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2025-12-15
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (NY first): Park Square Capital USA LP · Silver Rock Capital Partners · Alesco Advisors, LLC, An Esl Company · Bonaccord Capital Partners · S3 Capital Advisors LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Aureon Management LLC and 178 New York peers
- New York NewRiaPulse records like this one: 178
- Aureon Management LLC's amount: 87th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every New York peer: $35,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
40 / 100 Score
- $481M under management.
What is the NewRiaPulse record for Aureon Management LLC in New York, New York?
Aureon Management LLC received SEC registration as an investment adviser (2025-12-15) with $481,028,320 in regulatory assets under management, based in New York, NY.
How does Aureon Management LLC compare to other New York NewRiaPulse records?
Its amount of 481 sits in the upper half (87th percentile) of 1,149 records; the median is 134. It is 325 days old; check the official source for later updates before acting.
Aureon Management LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Aureon Management LLC | New York, NY | 481 | 87th | 2025-12-15 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.