AUMdb

Celenian Capital, Llc

State-registered Private Fund Manager · Boutique (under $100M) CRD 139568 · Miami, FL · WWW.CELENIANCAPITAL.COM
☆ Save with Pro ADV data as of Jul 24, 2026
Regulatory AUM
$15.2M
Discretionary
$15.2M
Clients
2
Avg AUM / client
$7.6M
Accounts
5
Employees
3

AUM over time

$15.2M $15.2M
Mar 31, 2026 Jul 24, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Jul 24, 2026

Who they serve

Client typeClientsAUM% of AUM
High net worth individuals Fewer than 5 clients $842K 5.54%
Pooled investment vehicles (non-investment companies) 2 $14.4M 94.5%

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Ikro Yoon Registered representative Jan 2018 (9y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/31/2026 1.26 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Performance-based fees

Services

  • Portfolio management for individuals/small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses/institutional clients

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports having custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 24, 2026.

View current Form ADV (SEC/IAPD) ↗