Data / Investment advisers / New York / Cion Investment Management, LLC
Cion Investment Management, LLC, New York, NY: $1.8 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Cion Investment Management, LLC is an SEC registered investment adviser with its main office in New York, New York and reports $1.8 billion in regulatory assets under management in its Form ADV filed March 27, 2026. Its clients include business development companies. It is paid through a percentage of assets under management and performance based fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 160386
- SEC file number
- 801-77235
- SEC status
- Approved, effective October 23, 2012
- Main office
- 100 Park Avenue 25th Floor, New York, NY 10017
- Phone
- (212) 418-4700
- Website
- cionbdc.com
- Regulatory AUM
- $1,812,989,694 in the Form ADV filed March 27, 2026
- Discretionary AUM
- $1,812,989,694
- Accounts
- 1
- Employees
- 27, of which 12 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Business development companies | 1 | $1.81 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.81 billion | March 27, 2026 |
| December 1, 2025 | $1.90 billion | March 26, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Coalesce Capital Management LLC | New York | $1.83 billion | 10 | adviserinfo.sec.gov |
| Old Orchard Capital Management LP | New York | $1.83 billion | 2 | adviserinfo.sec.gov |
| Helix Partners Management LP | New York | $1.83 billion | 2 | adviserinfo.sec.gov |
| Ridgewood Infrastructure | New York | $1.82 billion | 9 | adviserinfo.sec.gov |
| Parafi Capital LP | New York | $1.82 billion | 15 | adviserinfo.sec.gov |
| Nova Infrastructure Management, LLC | New York | $1.81 billion | 10 | adviserinfo.sec.gov |
| Argentic | New York | $1.81 billion | 3 | adviserinfo.sec.gov |
| Baillie Gifford International LLC | New York | $1.81 billion | 7 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving business development companies
- Cion Investment Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.