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CION GROSVENOR MANAGEMENT, LLC

NEW YORK, NY · CRD 330199 · IAPD ↗ · cioninvestments.com · 646-253-8235

$335.2MRegulatory AUM
2Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

63
April 2026 — CION GROSVENOR MANAGEMENT, LLC reported RAUM up 332784% ($100,696 -> $335.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
September 2024 — CION GROSVENOR MANAGEMENT, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
85
June 2024 — CION GROSVENOR MANAGEMENT, LLC (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.