Intelligence RIAs

Aureon Management LLC: Regulatory update

Aureon Management LLC, an investment adviser registered with the SEC, has graduated to a new regulatory threshold as of March 21, 2026.

By Cassandra Troy · Finleet RIA Intelligence

2026-03-21

Aureon Management LLC, an investment adviser registered with the SEC, has graduated to a new regulatory threshold as of March 21, 2026. The firm, based in New York City, now manages assets exceeding $150 million. Aureon Partners LLC, the legal entity behind Aureon Management, operates under the oversight of the Securities and Exchange Commission.

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