ION

Evidence PackPROIndependent

Real EstateNEW YORK, NY, Belgium Website

AUM

$180M

Ownership

independent

Stakeability

28 / VERY LOW

Priority

Tier 1

Employees

ION is an investment platform based in New York managing approximately $180M in assets. With operations spanning multiple regions, ION focuses on identifying and executing differentiated investment opportunities across sectors.

SEC RegisteredFund PerformanceBDC ExposureInstitutional HoldersTeam DataILS DealsRegulatoryLegal FilingsLobbying DataNews Coverage

Coverage

92%

Adaptive profile: rich

Signals present

11/12

SEC / ADVFund Performance(50)BDC Exposure(20)13F Holders(20)Team(30)ILS Deals(20)Regulatory(25)Legal(10)Lobbying(20)Hiring(0)News(10)GP Stakes Deals(1)

Data Freshness

Recent Changes

Stakeability Breakdown

28 / 100

Fund PerformanceAUM growth and fundraising track record

Team StabilityLeadership continuity and key person risk

Market PositionBrand strength and competitive positioning

Succession ReadinessNext-gen leadership and governance structure

Transaction FeasibilityLikelihood of a stake transaction

Unable to load signal breakdown.

IC Risk Memo

PRO

Investment committee-ready memo with risk analysis and recommendation

Click "Generate Memo" to create an IC-ready analysis

Includes risk factors, citations, and recommendation

CRD Number

328607

SEC File Number

801-131730

Registration Type

Registered

Filing Date

Mar 28, 2025

Employee Count

N/A

Discretionary AUM

N/A

Private Funds

PE Funds

VC Funds

RE Funds

N/A

Hedge Funds

N/A

Gross Assets (Private)

$230.4M

Source: SEC IAPD