RIA Intel›Advisers›New Jersey›IONE CAPITAL MANAGEMENT LLC

IONE CAPITAL MANAGEMENT LLC

Advisory

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in NJ

#670

of 775 advisers by AUM

Average account

$5M

across 13 accounts

AUM per adviser

$32M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM

$63M

Discretionary %

100%

Clients

13

Employees

4

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$63M

Discretionary AUM$63M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients13

Team

Total Employees4

Investment Advisers2

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

13 clients

12 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NJ

Closest by assets under management. All figures from Form ADV.

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CLARK ASSOCIATES FINANCIAL PLANNING INC

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$62M

-4.6% 1Y

OCEANIC CAPITAL MANAGEMENT LLC

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RIDGEWOOD CAPITAL MANAGEMENT, LLC

MONTVALE, NJ

$65M

-8.1% 1Y

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