AUMdb

Anthelion Capital Partners Llc

SEC-registered Private Fund Manager · Mid-sized ($1B–$10B) CRD 328009 · SEC file 801-128696 · New York, NY · www.linkedin.com
☆ Save with Pro ADV data as of Jul 02, 2026
Regulatory AUM
$3.5B
Discretionary
$3.5B
Clients
9
Avg AUM / client
$394M
Accounts
9
Employees
16

AUM over time

$1.3B $3.5B
Dec 15, 2023 Jul 2, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Jul 02, 2026

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 9 $3.5B 100.0%

Private funds (8)

Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $1.7B combined gross assets

FundTypeDomicileGross assetsOwners
Anthelion Fund I Offshore Lp Private Equity Fund Cayman Islands $522M 38
Anthelion Fund I Lp Private Equity Fund Delaware $370M 72
Anthelion I Master Fund B Lp Private Equity Fund Cayman Islands $287M 1
Anthelion Coral Blue Co Investment Lp Private Equity Fund Delaware $193M 2
Anthelion I Master Fund C Lp Private Equity Fund Cayman Islands $188M 2
Anthelion Prta Co Investment Lp Private Equity Fund Delaware $75.5M 2
Anthelion Prodigy Co Investment Lp Private Equity Fund Delaware $37.9M 1
Anthelion Crown Co Investment Lp Private Equity Fund Delaware $947K 2

People (3)

NameRole / titleCredentialsWith firm sinceOwnership
Barone, Michelle, Mary Chief Operating Officer And Chief Financial Officer Dec 2023 (3y) Less than 5%
Kozicz, Anna, Ewa Limited Partner Dec 2023 (3y) ≈ 37.5% – 75% via Anthelion Capital Holdings Lp
Najafov, Vusal Limited Partner Dec 2023 (3y) ≈ 37.5% – 75% via Anthelion Capital Holdings Lp

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Anthelion Capital Holdings Lp Limited Partner Dec 2023 A 75% or more

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Estimated effective ownership (look-through of filed bands):

  • Kozicz, Anna, Ewa: 50% – 75% of Anthelion Capital Holdings Lp × 75% – 100% direct ≈ 37.5% – 75% of the firm
  • Najafov, Vusal: 50% – 75% of Anthelion Capital Holdings Lp × 75% – 100% direct ≈ 37.5% – 75% of the firm

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.

Private funds (8, $1.7B gross assets)

FundTypeGross assetsMin. investmentOwners
Anthelion Fund I Offshore Lp Private Equity Fund $522M $5.0M 38
Anthelion Fund I Lp Private Equity Fund $370M $5.0M 72
Anthelion I Master Fund B Lp Private Equity Fund $287M $5.0M 1
Anthelion Coral Blue Co Investment Lp Private Equity Fund $193M $5.0M 2
Anthelion I Master Fund C Lp Private Equity Fund $188M $5.0M 2
Anthelion Prta Co Investment Lp Private Equity Fund $75.5M $250K 2
Anthelion Prodigy Co Investment Lp Private Equity Fund $37.9M $5.0M 1
Anthelion Crown Co Investment Lp Private Equity Fund $947K $5.0M 2

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 07/02/2026 2.66 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 pooled investment vehicles

Custody

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

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 02, 2026.

View current Form ADV (SEC/IAPD) ↗