Aurelien Capital Partners

What Aurelien Capital Partners does

Founded in 2020 and headquartered at 208 North Green Street, Chicago, Aurelien Capital Partners LLC is a privately held boutique investment advisory and family office firm serving a select group of high-net-worth individuals, professional athletes, entertainers, entrepreneurs, and exonerees. The firm positions itself against traditional Wall Street advisors by offering a holistic "return on life" framework that optimizes wealth, career, family, community, and standard of living rather than focusing solely on investment returns.

The firm operates a multi-segment service model organized around four client verticals: Athletes & Entertainers, Civil Rights & Exonerees, Individuals and Families, and Women & Wealth. Core advisory offerings include Investment Advisory (using AI/ML-driven portfolios delivered through the VISE technology platform), Advanced Financial Planning, Private & Alternative Investments (Pre-IPO, venture, private equity, real estate), Estate Planning, Tax Planning & Preparation, Cash Flow Management, and League & Retirement Benefits for professional athletes. Surrounding these core products is an extensive lifestyle management layer covering bill pay, vehicle purchasing/leasing, luxury travel, relocation, concierge, family financial support, entrepreneurial development, and financial literacy reporting.

Revenue is generated through recurring advisory and financial planning fees on a subscription-like basis, supplemented by transaction fees on alternative investment placements. Go-to-market is sales-led and relationship-driven, relying on direct advisor relationships, earned media coverage in outlets such as Wealth Management magazine, Instagram, and referrals embedded in community and civil rights networks. The firm is founder-owned, led by Oliver Kupe (Founder & President, former MLS draft pick) and Cameron Dickerson (Managing Partner), and is supported by a stated 60+ professional partners network, with no disclosed external institutional investors.

Name

Aurelien Capital Partners

Legal name

Aurelien Capital Partners LLC

Website

https://aureliencapitalpartners.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

11–50 employees

Short description

Aurelien Capital Partners is a Chicago-based boutique investment advisory and family office firm founded in 2020, serving a select group of high-net-worth individuals, professional athletes, entertainers, entrepreneurs, and exonerees with AI-driven portfolio construction and comprehensive lifestyle management.

Ownership category

akta.pro rank

Product category

Investment Advisory & Family Office Services

NAICS

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

SIC

Investment Advice (6282)

akta.pro primary industry

Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)

Keywords

• Investment advisory services
• Family office services
• Wealth management advisory
• Financial planning services
• Alternative investments access

Headquarters

HQ city

Chicago

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Investment Advisory Fees: Boutique investment advisory and family office services provided to high net worth individuals, pro athletes, entrepreneurs, and exonerees. Revenue likely generated through advisory fees, potentially AUM-based or flat fee arrangements.
2. Financial Planning Services: Comprehensive financial planning including estate planning, tax planning, cash flow management, and customized investment planning services.
3. Alternative Investments Access: Provides exclusive access to private markets and alternative investments including direct Pre-IPO tech and consumer companies, venture capital funds, private equity, and institutional real estate funds.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Aurélien Capital Partners is a boutique investment advisory and family office firm that delivers individualized wealth management to a select group of high net worth individuals, professional athletes, entrepreneurs, and exonerees. Its core services combine AI-powered investment advisory (via the VISE platform), advanced financial planning, and access to private/alternative investments, complemented by wealth preservation (estate, tax, cash flow) and lifestyle management (concierge, bill pay, travel, relocation).

Product overview

Aurelien Capital Partners is a boutique investment advisory and family office firm offering a comprehensive suite of financial and lifestyle services. The core offering centers on Investment Advisory (using AI-powered portfolios through VISE), Advanced Financial Planning, and Private & Alternative Investments. Supporting these core services are wealth preservation tools including Estate Planning, Tax Planning & Preparation, Cash Flow Management, and League & Retirement Benefits. The firm also provides extensive lifestyle management services including Concierge Services, Bill Pay Services, Vehicle Purchasing & Leasing, Luxury Travel Services, Relocation Services, Family Financial Support, and Entrepreneurial Development. The portfolio is designed as a unified family office experience that addresses clients' wealth, career, family, community, and standard of living.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Advisory

Quantifiable outcome

• 266 years of wrongful imprisonment collectively experienced by served exonerees
• +1 more outcomes

Named customers5 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability1 record

Feature1 record

Partnerships

Eight partnerships are on record, tiered core and minor.

• VISEcoreTechnology or IntegrationTechnology partnership providing AI-driven investment portfolio management. VISE platform enables advanced machine learning and artificial intelligence portfolio construction for optimal investment strategies.
• Civil Rights Law FirmscoreStrategic or Co-development PartnerCollaboration with major civil rights law firms to provide financial framework for clients receiving lawsuit settlements from wrongful convictions.
• Non-profit OrganizationscoreStrategic or Co-development PartnerPartnership with non-profit organizations in providing comprehensive financial and life management platform for exonerated individuals.
• 100 Black Men of ChicagominorOthersBoard membership involvement with Oliver Kupe serving on the board. Community organization focused on Black advancement.
• Northwestern University Black Alumni AssociationminorOthersBoard membership involvement with both Oliver Kupe and Cameron Dickerson serving on the board. Educational alumni organization.
• Chicago Black Women in TechminorOthersBoard membership involvement with Oliver Kupe serving on the board. Organization supporting Black women in technology.
• 548 CapitalminorOthersBoard membership involvement with Oliver Kupe serving on the board. Development firm with plan for solar-powered affordable housing in Chicago.
• Make-A-Play FoundationminorOthersBoard membership involvement with Cameron Dickerson serving on the board. Foundation supporting community initiatives.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Creative Planning: One of the largest US RIAs, serving HNW individuals and families with comprehensive wealth management, financial planning, estate, and tax services — directly comparable to ACP's holistic family-office-style offering but at vastly greater scale.
• Mariner Wealth Advisors: Large national RIA platform providing investment advisory, financial planning, retirement, estate, tax, and family-office services to HNW individuals and institutions — overlaps with ACP's core advisory + lifestyle-management model but serves a much broader client base.
• Hightower Advisors: National wealth-management firm offering investment advisory, retirement, estate and corporate services to HNW clients — directly comparable to ACP's boutique-plus-institutional proposition with similar fee-based revenue model.
• Edelman Financial Engines: Large US RIA providing investment advisory, financial planning and wealth-management services to households across wealth tiers — competes with ACP in the broader HNW advisory category and demonstrates the scale and template ACP could grow into.
• Bessemer Trust: Privately held wealth-management and investment-advisory firm specializing in HNW and ultra-HNW families with estate, tax, philanthropy and family-office services — overlaps with ACP's family-office positioning but at the ultra-high-net-worth segment.
• UBS Wealth Management (Athletes & Entertainers): Global wealth manager with a dedicated Athletes and Entertainers practice providing investment advisory, lending, tax, estate and lifestyle services to pro athletes — competes with ACP in the same vertical with much deeper institutional resources.
• Morgan Stanley Wealth Management (Sports & Entertainment): Large-scale broker-dealer wealth franchise with a Sports and Entertainment group serving pro athletes and entertainers with advisory, lending, planning and lifestyle services — a scaled competitor for ACP's athlete segment.

Direct peers

• Concord Wealth Partners: Boutique RIA focused on professional athletes and entertainers, providing investment advisory, financial planning and lifestyle management — directly competes with ACP's Athletes & Entertainers segment on the same client persona.
• Score Priority / Athletes First (Athlete Advisory): Advisory and lifestyle-management firm serving professional athletes with financial planning, investment, tax and concierge services — directly comparable to ACP's athlete-focused wealth and lifestyle offering.
• Prosura Management: Boutique advisory firm serving professional athletes and entertainers with wealth management, tax, estate and lifestyle services — directly competes with ACP for the same athlete/entertainer clientele.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Instagraminstagram.com/aureliencapitalpartners
• LinkedInlinkedin.com/company/aurelien-capital-partners

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

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

M&A

Investments1 record

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

Frequently asked questions about Aurelien Capital Partners