# CION Investment Management II, LLC

CION Investment Management II, LLC is an Asset Manager based in New York, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2016
- **Assets under management:** ~$2.1B (per SEC filings, 2023)
- **Website:** cioninvestments.com

## Regulatory record

- **CRD number:** 298441
- **SEC file number:** 801-114812
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/298441

## About

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.

## Sectors

- Private Credit
- Real Estate
- Healthcare Services
- Energy Transition & Renewables

## People

- Thomas G. Kennedy — Chief Executive Officer and Chief Investment Officer
- Michael A. Reisner — Co-President
- G. Michael Beller — Co-President

## 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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- [Castle Coast Wealth, LLC](https://altss.com/profile/castle-coast-wealth-llc)
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Last updated: 2026-08-11T15:06:27.647Z

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