SourcingSourcing

ALCION VENTURES, LIMITED PARTNERSHIP

C44
CRD 160505·SEC 801-73541·BURLINGTON, MA
AUM
$153.8M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$462K
@ 30% margin
Est. Deal Value
$3.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ALCION VENTURES, LIMITED PARTNERSHIP
CRD
160505
SEC file #
801-73541
EIN
—
DBA names
Alcion Ventures, L.p.

Economics

AUM
$153.8M
AUM band
$100M-$500M
AUM trajectory
'20'26
$1.16B → $153.8M▼ -87%
Client mix
Pooled Investment Vehicles6

Operations

Employees (total)
6
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
6 advisors → 3 advisors▼ -50%
Primary office
BURLINGTON MA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
alcionventures.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DELFAVERO, EUGENE
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
DELFAVERO, EUGENE
POTTER, MARK
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ALCIONVENTURES.COM
Rdap Domain Creation Date
2007-09-10T14:05:23Z
Rdap Firm Age Years
19
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-10T14:05:23Z
Rdap Domain Last Changed
2025-09-05T13:35:58Z
Rdap Nameservers
Ns1.ecidns.netNs2.ecidns.netNs3.ecidns.netNs4.ecidns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
6024019
Trust Company Affiliate
No

People (3)

3
DELFAVERO, EUGENE
Direct Owner · 37.5%
6024019
POTTER, MARK
Direct Owner · 37.5%
6024015
ZIEFF, MARTIN
Direct Owner · 37.5%
6023924