Multi-Family OfficeRIA · CRD 334467SEC-Registered

Updated:

Aurelia Capital Advisors

AURELIA CAPITAL ADVISORS, INC. is an SEC-registered investment adviser. The firm manages approximately $1 million in regulatory assets.

Aurelia Capital Advisors

AURELIA CAPITAL ADVISORS, INC. is an SEC-registered investment adviser. The firm manages approximately $1 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

null

City

null

Corporate office

null

Sector focus

Private CreditReal EstateHedge FundsInfrastructure

Frequently asked questions

Who runs investment decisions at Aurelia Capital Advisors?

The firm does not publicly identify its investment committee members or chief investment officer. As a registered investment advisor, investment decisions are likely made by a committee of named principals, though none are listed in public sources.

How does Aurelia Capital Advisors source deal flow?

The firm likely sources proprietary deal flow through its network of high-net-worth families and relationships with external fund managers. Given its multi-family office structure, Aurelia may participate in direct investments alongside its client base, though specific sourcing mechanisms are not publicly detailed.

Is Aurelia Capital Advisors structured as a single family office or multi-family office?

Aurelia Capital Advisors is structured as a multi-family office, serving multiple families under a single RIA registration. This allows the firm to pool assets across clients for investment purposes while maintaining separate client accounts.

Does Aurelia Capital Advisors participate in fund commitments or only direct deals?

The firm invests across both fund commitments and direct deals, with a focus on private credit, real estate, hedge funds, and infrastructure. This dual approach allows allocation to both pooled investment vehicles and direct asset ownership.

What investment stages does Aurelia Capital Advisors typically target?

The firm does not publicly disclose specific stage preferences. Given its focus on private credit, real estate, infrastructure, and hedge funds, it likely targets later-stage or income-generating assets rather than early-stage venture investments.

Where does the underlying wealth come from?

Aurelia Capital Advisors does not disclose the wealth origin of its client families. As a multi-family office serving high-net-worth individuals, the underlying wealth could stem from diverse sources including business ownership, inheritance, or entrepreneurial ventures.

Does Aurelia Capital Advisors maintain philanthropic structures, and how are they separated?

The firm has not publicly disclosed any affiliated philanthropic foundations or charitable vehicles. If such structures exist, they would likely be administered separately from the main RIA to maintain compliance with SEC regulations governing investment advisors.

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