Alcion Ventures, L.P. is a large advisory firm based in Boston. It manages $852.11 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Massachusetts.
Alcion Ventures provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Alcion Ventures, L.P. is $852.11 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Alcion Ventures, L.P. for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Alcion Ventures, L.P. performs its advisory services is located at One Post Office Square, Boston, MA 02109 2142, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 617-603-1000 or by fax 617-603-1001. The normal business hours are 8am - 6pm est on Monday - Friday. You can find more information about the New York firm at intranet.alcionventures.com/.