Alcion Ventures, Limited Partnership (Boston)

Name: Alcion Ventures, Limited Partnership
Address: One Post Office Square, Boston, MA, 02109 2142
Telephone: 617-603-1000

Alcion Ventures, Limited Partnership is a large advisory firm based in Boston. It manages $1.16 billion of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Massachusetts.

Alcion Ventures, Limited Partnership 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.

Alcion Ventures, Limited Partnership: assets under management

The assets under management (AUM) of Alcion Ventures, Limited Partnership is $1.16 billion. The firm's AUM has grown by 36% since the beginning of its operation, and $16.99 million of the total AUM is attributable to clients outside of the United States.

The firm manages $1.16 billion in discretionary accounts and $1.11 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $77.46 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.11 million.

Investments

The firm invests in pooled investment vehicles the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Alcion Ventures, Limited Partnership for their services and products based on a percentage of assets under management 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.

What kind of clients Alcion Ventures, Limited Partnership serves?

The firm provides services to pooled investment vehicles and corporations or other businesses. The largest group of clients of Alcion Ventures, Limited Partnership is pooled investment vehicles with 15 clients and $1.16 billion of assets under management. Among the 9 most similar advisory firms, Alcion Ventures, Limited Partnership has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.16 billion for 16 clients. None of the firm’s clients are foreign persons or businesses.

Alcion Ventures, Limited Partnership also advises several private funds. Namely, fifteen real estate funds. The minimum investment commitment required of non-related persons ranges from $3,000,000 to $5,000,000.

Careers at Alcion Ventures, Limited Partnership

The company employs 18 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Martin Zieff	Partner	1 Dec 2004	25% - 50%	6023924
Mark Potter	Partner	1 Dec 2004	Other	6024015
Llc Alcion Ventures Gp	General partner	1 Dec 2004	Other	20-1973568
Eugene Delfavero	Partner, cfo	1 Nov 2008	Other	6024019
David Ferrero	Partner	1 Nov 2008	Other	6024023
Danielle Marie Perfetuo	Chief compliance officer	1 Feb 2012	Other	4386346
John F Regan	Cco	1 Mar 2013	Other	6109722

Based in Boston

The principal office where Alcion Ventures, Limited Partnership 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 alcionventures.com/.