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Procyon Partners
Procyon Partners was established in 2017 by Phil Fiore and former UBS colleagues whose consulting practice supplied the initial client base. The firm operates...
Procyon Partners
Procyon Partners was established in 2017 by Phil Fiore and former UBS colleagues whose consulting practice supplied the initial client base. The firm operates as a multi-family office rather than a single-family vehicle. It allocates across fund-of-funds commitments, hedge fund strategies and venture capital. Geographic reach centers on North America with offices spanning the Northeast, Mid-Atlantic and Southeast. Confirmed positions include exposure to Healthcare Services and AI/ML themes. The firm also maintains Gayda Vineyards in Brugairolles, France. The firm reports $9 billion under management. It completed three acquisitions or mergers between 2021 and 2026, most recently OLV Investment Group in March 2026. Additional offices support operations in Florida and Long Island. Procyon maintains donor-advised funds and participates in industry groups including the Retirement Advisor Council and NAPA. Ownership includes a strategic minority stake held by Constellation Wealth Capital since April 2025. This arrangement supplies capital for national expansion while preserving day-to-day control with the founding principals.
General information
Firm type
Multi Family Office
Year founded
2017
Location
Region
North America
Country
United States
City
Shelton
Corporate office
Shelton, CT, United States
Principals
Phil Fiore
CEO and Co-Founder
Sector focus
Frequently asked questions
Who runs investment decisions at Procyon Partners?
Phil Fiore serves as CEO and Co-Founder. Investment decisions flow through the leadership team he assembled from prior UBS institutional consulting roles.
How does Procyon Partners source proprietary deal flow?
Sourcing occurs through the founders' existing institutional relationships and through acquisitions of regional advisory practices.
Is Procyon Partners structured as a single family office or does it operate more like a venture firm?
It operates as a multi-family office serving multiple client families and institutions through integrated advisory and investment services.
Does Procyon Partners participate in fund commitments or only direct deals?
The firm uses fund-of-funds commitments alongside hedge fund and venture capital allocations.
What investment stages does Procyon Partners typically target?
Allocations span venture capital, hedge funds and fund-of-funds vehicles without a single-stage concentration disclosed.
Where does the underlying wealth come from?
Client capital originates from families and institutions served by the founders during their prior careers at UBS.
How is Procyon Partners related to Constellation Wealth Capital?
Constellation Wealth Capital acquired a strategic minority stake in April 2025 to support national expansion.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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