RIA · CRD 138400SEC-Registered

Updated:

Pelion Investment Advisors

PELION INVESTMENT ADVISORS, INC. is an SEC-registered investment adviser in Tampa, FL. The firm manages $62 million in assets, $54 million on a discretionary...

Pelion Investment Advisors

PELION INVESTMENT ADVISORS, INC. is an SEC-registered investment adviser in Tampa, FL. The firm manages $62 million in assets, $54 million on a discretionary basis. It has 3 employees and 2 investment advisers.

General information

Firm type

RIA

Year founded

2004

Location

Region

North America

Country

United States

City

Tampa

Corporate office

Chicago, IL, United States

Principals

John W. Pritzker

President

Sector focus

HospitalityFinancial ServicesReal EstatePrivate CreditMedia & EntertainmentConsumer

Frequently asked questions

What is John Pritzker's investment background outside of Pelion?

John Pritzker has deep operational and investment experience in hospitality and media. He was a founding partner of Geolo Capital and previously served as chairman of the board for the entity that controls the Mandarin Oriental Hotel Group. He also has a long history of investments in media companies and has built significant personal holdings in consumer-facing businesses.

What sectors does Pelion most actively pursue?

Pelion concentrates on consumer, hospitality, media, and financial services. John Pritzker's background lends particular expertise to luxury hospitality and consumer lifestyle brands. The office also seeks opportunities in structured private credit where family-office capital's patient, non-institutional timeline can command a premium.

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