Asset Manager

Updated:

CION Investment Management II, LLC

Thomas Kennedy's CION Investment Management II manages $2.1B in private credit through a BDC, lending to middle-market US companies.

CION Investment Management II, LLC

CION Investment Management II, LLC was founded in 2016 as an externally managed business development company (BDC) under the Investment Company Act of 1940. Thomas Kennedy, alongside co-presidents Michael Reisner and G. Michael Beller, leads a team that sources capital primarily through public and private offerings of its stock to institutional and accredited investors. The firm deploys capital across direct private debt, asset-based lending, and real estate investments. Its BDC structure allows it to lend to upper-middle-market companies, often taking secured positions. Known holdings include loans to healthcare services firms and energy companies. Geographically, the firm focuses on the United States, with select opportunities in North America. As of late 2023, CION managed approximately $2.1 billion in total assets under management (per SEC filings, 2023). It does not publicly disclose team size or additional advisory vehicles. The firm's check size per deal has ranged from $5 million to $50 million, targeting senior secured and unitranche structures. Unlike a family office, CION operates as a regulated investment company with quarterly shareholder reporting and externally managed compensation tied to net income. Its structural transparency, SEC oversight, and BDC mandate set it apart from private family offices and unregistered hedge funds.

General information

Firm type

Asset Manager

Year founded

2016

AUM

~$2.1B (per SEC filings, 2023)

Location

Region

North America

Country

United States

City

New York

Corporate office

New York, NY, United States

Principals

Thomas G. Kennedy

Chief Executive Officer and Chief Investment Officer

Michael A. Reisner

Co-President

G. Michael Beller

Co-President

Sector focus

Private CreditReal EstateHealthcare ServicesEnergy Transition & Renewables

Frequently asked questions

Who runs investment decisions at CION Investment Management II?

CEO and CIO Thomas Kennedy leads the investment committee. He is joined by co-presidents Michael A. Reisner and G. Michael Beller, who oversee origination and portfolio management. All three are named in SEC filings and the firm's public offering documents (per SEC filings, 2023).

Is CION structured as a family office or a regulated investment company?

It is not a family office. CION Investment Management II is the external adviser to a BDC — CION Investment Corporation — which is registered under the 1940 Act. The BDC issues public shares and must file quarterly and annual reports with the SEC.

What types of loans does CION originate?

CION focuses on senior secured loans, unitranche facilities, and asset-based lending to middle-market US companies. It also makes direct loans to healthcare services and energy firms. Its check sizes typically fall between $5 million and $50 million (per SEC filings, 2023).

How does CION source its capital?

The firm raises capital through public offerings and private placements of its BDC's common stock and convertible notes. It does not manage a separate family pool of assets but aggregates institutional and accredited investor capital.

What sectors does CION invest in?

Based on its portfolio filings, CION lends to healthcare services, energy (including renewables), real estate, and general industrial middle-market companies. It avoids early-stage venture, startups, and pure equity positions.

Does CION participate in direct equity investments or only debt?

The firm primarily originates debt. However, its BDC can hold equity warrants or minority equity stakes as part of its loan structures, per its investment guidelines, but the core strategy remains senior secured and private credit.

How does CION's external management structure affect its governance?

CION Investment Management II earns fees based on assets under management and incentive income tied to portfolio returns. The BDC's board, composed of independent directors, oversees conflicts and fee approvals. This is typical for publicly traded BDCs, not family offices (per SEC filings).

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