Aurelien Capital Partners
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.
- Company typePrivate
- Founded2020
- HeadquartersChicago, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
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.
Aurelien Capital Partners firmographics
Firmographics- 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
Aurelien Capital Partners industry classification
Industry- 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
Where Aurelien Capital Partners is headquartered
LocationHeadquarters
- HQ city
- Chicago
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Aurelien Capital Partners business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- 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.
- Financial Planning Services: Comprehensive financial planning including estate planning, tax planning, cash flow management, and customized investment planning services.
- 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
Aurelien Capital Partners product offering
Product offeringCore 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
Companies that use Aurelien Capital Partners
Customer profileNamed customers5 records
Segments4 records
Ideal customer profiles4 records
Aurelien Capital Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability1 record
Feature1 record
Aurelien Capital Partners partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered core and minor.
- VISEcoreTechnology 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 FirmscoreCollaboration with major civil rights law firms to provide financial framework for clients receiving lawsuit settlements from wrongful convictions.
- Non-profit OrganizationscorePartnership with non-profit organizations in providing comprehensive financial and life management platform for exonerated individuals.
- 100 Black Men of ChicagominorBoard membership involvement with Oliver Kupe serving on the board. Community organization focused on Black advancement.
- Northwestern University Black Alumni AssociationminorBoard membership involvement with both Oliver Kupe and Cameron Dickerson serving on the board. Educational alumni organization.
- Chicago Black Women in TechminorBoard membership involvement with Oliver Kupe serving on the board. Organization supporting Black women in technology.
- 548 CapitalminorBoard membership involvement with Oliver Kupe serving on the board. Development firm with plan for solar-powered affordable housing in Chicago.
- Make-A-Play FoundationminorBoard membership involvement with Cameron Dickerson serving on the board. Foundation supporting community initiatives.
Scale indicators3 records
Recent moves6 records
Expansion highlights5 records
Aurelien Capital Partners competitors and assessment
Company assessmentBroad 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
Aurelien Capital Partners social profiles
Digital presenceAurelien Capital Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
Aurelien Capital Partners leadership team
Management profileNumber of profiles
Profiles2 records
Aurelien Capital Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Aurelien Capital Partners M&A and investment
M&A and investmentM&A
Investments1 record
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Aurelien Capital Partners
What does Aurelien Capital Partners do?
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).
Is Aurelien Capital Partners a public or private company?
Aurelien Capital Partners is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Aurelien Capital Partners founded?
Aurelien Capital Partners was founded in 2020. It employs 11 to 50 people.
Where is Aurelien Capital Partners based?
Aurelien Capital Partners is headquartered in Chicago, United States, in the North America region.
How does Aurelien Capital Partners make money?
Three revenue lines are on record. Investment Advisory Fees are the primary driver. The others are financial Planning Services and alternative Investments Access.
Who are Aurelien Capital Partners's main competitors?
Broad incumbents on record are Creative Planning, Mariner Wealth Advisors, Hightower Advisors, Edelman Financial Engines, Bessemer Trust, UBS Wealth Management (Athletes & Entertainers) and Morgan Stanley Wealth Management (Sports & Entertainment). Direct peers are Concord Wealth Partners, Score Priority / Athletes First (Athlete Advisory) and Prosura Management.
Does Aurelien Capital Partners have an API?
No public API is recorded for Aurelien Capital Partners.
What industry is Aurelien Capital Partners in?
Aurelien Capital Partners's product category is Investment Advisory & Family Office Services. Its primary akta.pro industry code is FSAEABAB, Broker-Dealer Affiliated Wealth Advisory. Its NAICS code is 523940 and its SIC code is 6282.