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VIONI CAPITAL MANAGEMENT, LLC
CRD 149927 · SEC 801-70215
630 SOUTH ORANGE AVENUE, SUITE 301C, SARASOTA, FL, 34236, United States
Phone
941-362-0870
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$84.8M
Discretionary AUM
$84.8M
Team
4 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 17 | $77.6M |
| Charitable organizations | 3 | $6.0M |
| Corporations/business entities | 1 | $1.2M |
Official SEC filing: View on IAPD