CION Investments

Name

CION Investments

Legal name

CION Investment Group, LLC

Website

https://cioninvestments.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

101–250 employees

Ownership category

akta.pro rank

Product category

Alternative Investment Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)

akta.pro secondary industries

Institutional Consultants & Fiduciary Management (Investment Consulting) (FSAAAGAJ), Debt Capital Raising Intermediation (Private Debt/Mezzanine/Bonds) (FSAEALAM), Real Estate Private Credit (CRE Debt) (FSANADAG)

Keywords

• Alternative investments
• Private credit
• Interval funds
• Business development company
• Private infrastructure

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Management Fees: CION earns management fees from its sponsored funds including the CION Ares Diversified Credit Fund, CION Grosvenor Infrastructure Fund, and CION Investment Corporation. Fees are calculated as a percentage of assets under management.
2. Distribution/Sales Charges: The company generates revenue through upfront sales charges on fund shares: up to 5.75% for Class A, 4.25% for Class L, 2.50% for Class U-2, 3.00% for Class W shares of CADC, and up to 3.50% for Class S and 2.50% for Class U-2 shares of the Infrastructure Fund.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels6 records

Core offering

CION Investments operates an alternative investment platform that packages institutional-quality private credit, infrastructure, and real estate debt strategies into interval funds and a publicly-traded BDC accessible to individual investors. The firm partners with Ares Management and GCM Grosvenor to deliver sub-advised strategies through fund structures that lower traditional investment minimums and offer periodic liquidity.

Product overview

CION Investments is an investment platform that provides individual investors with access to institutional-style alternative investments through innovative fund structures. The company operates a multi-product platform consisting of: CION Ares Diversified Credit Fund (CADC) - a globally diversified unlisted closed-end fund focused on floating rate debt; CION Grosvenor Infrastructure Fund - an interval fund structure providing access to private infrastructure investments; CR Student Housing Fund II, L.P. - a private real estate fund focused on student housing; and CION Investment Corporation (CIC) - a publicly-listed Business Development Company (BDC) traded on NYSE that invests in senior secured debt of U.S. middle market companies. The platform democratizes access to private credit and infrastructure strategies previously available only to institutional investors.

Differentiator

Problem solved

Functional benefit

Brands

• CION Ares Diversified Credit Fund (CADC): A globally diversified unlisted closed-end fund with emphasis on U.S. and Europe, focused on floating rate debt. Current distribution rate of 8.84% with NAV of $24.04 as of June 25, 2026.
• CION Grosvenor Infrastructure Fund (CGIF)
• CION Investment Corporation (NYSE: CION)
• Advisor IO

Quantifiable outcome

• 8.84% current distribution rate for CADC fund (as of June 2026)
• +4 more outcomes

Named customers1 record

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Six partnerships are on record, tiered core.

• GCM GrosvenorcoreStrategic or Co-development Partner · 14 November 2024GCM Grosvenor serves as sub-advisor for the CION Grosvenor Infrastructure Fund (CGIF), providing access to their institutional private infrastructure platform. The fund focuses on core plus and value-add infrastructure investments through co-investments, single-asset continuation vehicles, and direct investments.
• Ares ManagementcoreStrategic or Co-development Partner · 1 January 2017Ares Management serves as the portfolio manager for the CION Ares Diversified Credit Fund (CADC). Mitch Goldstein, Partner and Co-Head of Ares Credit Group, provides ongoing market commentary and portfolio management. The partnership provides access to Ares's direct lending platform with diversified exposure across U.S. and European markets.
• ALPS Distributors, Inc.coreChannel Partner/ Reseller/ DistributorALPS Distributors, Inc. serves as the distributor/marketing agent for CION's fund products including CADC and CGIF, providing distribution services to broker/dealers and registered investment advisors.
• CION Ares Management, LLCcoreOthersCION Ares Management, LLC (CAM) serves as the advisor to the CION Ares Diversified Credit Fund.
• CION Grosvenor Management, LLCcoreOthersCION Grosvenor Management, LLC (CGM) serves as the advisor to the CION Grosvenor Infrastructure Fund, with Grosvenor Capital Partners L.P. (GCP) providing sub-advisory services.
• CION Securities, LLCcoreChannel Partner/ Reseller/ DistributorCION Securities, LLC (CSL) is the wholesale marketing agent for both CADC and CGIF funds, and the dealer manager for CGIF. Member FINRA/SIPC.

Scale indicators14 records

Broad incumbents

• Blackstone Private Credit Fund: Blackstone operates a non-traded BDC and private credit interval fund aimed at individual investors via RIAs, mirroring CION's BDC-plus-interval-fund model at much greater scale. It represents the broad incumbent competition for retail private credit allocations.
• KKR & Co. KKR is a global alternative asset manager with growing retail wealth-management offerings, including interval funds and BDCs, competing for the same RIA and individual-investor demand that CION targets.
• StepStone Group: StepStone is an alternative investment manager focused on private credit, private equity, and infrastructure with growing wealth-management distribution to financial advisors — directly comparable to CION's wealth-channel strategy.
• GCM Grosvenor: GCM Grosvenor is CION's sub-advisor for CGIF and a broader alternative investment manager with deep infrastructure and fund-of-funds capabilities. It is a relevant peer given its institutional asset management footprint and exposure to retail via the CION relationship.
• Ares Management: Ares Management is CION's portfolio manager for CADC and a much larger global alternative asset manager. While not a direct competitor in retail fund packaging, Ares is broadly comparable as a private credit and alternative asset manager serving institutional and wealth channels.
• Carlyle Group: Carlyle is a large, established alternative asset manager with significant private credit and wealth-management product offerings reaching individual investors through structured funds, comparable in category to CION's retail alternative strategy.
• PIMCO Private Credit Fund: PIMCO's private credit interval fund offers retail and wealth-channel access to institutional credit strategies. As a large incumbent asset manager expanding into retail alts, it competes for the same financial-advisor-sourced allocations as CION's CADC and CGIF products.

Direct peers

• Blue Owl Capital: Blue Owl Capital operates a large publicly-listed alternative asset manager with significant direct lending (Owl Rock) and retail interval/evergreen fund offerings targeting individual investors and RIAs, making it a closely comparable alternative-investments platform to CION.
• Griffin Capital: Griffin Capital is a direct peer offering interval funds and non-traded REITs targeting individual investors through financial advisors, with a comparable focus on democratizing institutional real estate and credit strategies for retail.
• FS Investments: FS Investments is a direct peer that pioneered retail interval fund structures for private credit and alternatives, distributing through financial advisors — the same core go-to-market that CION uses. Both firms package institutional credit strategies into NAV-priced funds accessible to individual investors.

Market position

Strengths5 records

Weaknesses5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/CionInvestments

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries4 records

Funding overview

Funding rounds6 records

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about CION Investments