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CION Investment Management II, LLC
CION Investments provides everyday investors with access to premier, institutional style alternative investments through innovative fund structures.
CION Investment Management II, LLC
CION Investments provides everyday investors with access to premier, institutional style alternative investments through innovative fund structures. The firm specializes in alternative investments that until now have only been available to institutional investors, and focuses on innovating through structures, strategies, and partnerships. Its aim is to help investors achieve their investment goals with strategies that, because of their lower correlation to traditional investments, can help create a more diversified portfolio.
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
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).
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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