Aurélien Capital Partners

Overview

Aurelien Capital Partners LLC is an Illinois limited liability company formed in November 2020.¹ Its primary business name is AURELIEN CAPITAL PARTNERS, and its CRD number is 311163.² The firm describes its work as providing advice, services, and investment solutions intended to align with clients’ goals and interests.¹

The firm operates through two main business modules: Wealth Management Services and Financial Planning and Family Office Services.¹

History

Aurelien Capital Partners was formed in Illinois in November 2020.¹ The firm’s Form ADV identifies Aurelien Capital Management, LLC as an affiliate under common ownership by Oliver Kupe.¹ That affiliate is described as a private investment platform working with, managing, or consulting with private placements, hedge funds, venture capitalists, and other fund entities.¹

Leadership

The website identifies Oliver Kupe as Founder and President and Cameron Dickerson as Managing Partner.⁵ The Form ADV lists Oliver J. Kupe, Nicole Meihofer, and Cameron Dickerson as Members of the firm.¹ The leadership page says the firm is supported by more than 60 professional partners.⁵

Oliver Kupe attended Northwestern University and received a Bachelor of Arts in Economics.⁶ His biography states that he was drafted by Real Salt Lake FC in Major League Soccer before beginning his finance career.⁶ It also lists board service with 100 Black Men of Chicago, the Northwestern University Black Alumni Association, Chicago Black Women in Tech, and 548 Capital.⁶

Cameron Dickerson attended Northwestern University on an athletic scholarship and earned a degree in economics.⁷ His biography lists board service with the Northwestern University Black Alumni Association and the Make A Play Foundation.⁷ The biography describes his stated focus as expanding access to financial resources and opportunities for underserved and underrepresented people and communities.⁷

Services

The firm offers investment advisory services and advanced financial planning.³ Its planning work can address investment decisions, estate matters, retirement preparation, personal savings, education savings, cash flow, budgeting, insurance needs, and other parts of a client’s financial situation.¹

The website also lists tax planning and preparation, league and retirement benefits, customized investment planning, entrepreneurial development, family financial support, bill payment, vehicle purchasing and leasing, luxury travel, relocation, concierge services, and financial literacy.³

Private market access described by the firm includes direct opportunities involving pre IPO technology and consumer companies, venture capital funds, private equity, direct real estate, and institutional real estate funds.³ The firm says its investment advisory process uses researched strategies, varied investment vehicles, institutional class money managers, and artificial intelligence.³

Wealth management portfolios may contain diversified mutual funds, exchange traded funds, individual securities, fixed income, alternative investments, and options contracts.¹

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Administration and bill pay
• Risk and insurance
• Private and alternative investments
• Retirement planning

Client focus

The firm states that its platform is designed for individuals, high net worth individuals, families, professional athletes, and exonerees.¹ Its financial planning and family office services address areas such as investments, estates, retirement, savings, cash flow, insurance, and related financial needs.¹

Investment philosophy and approach

The firm describes its investment approach as primarily focused on the long term.¹ It may use unaffiliated investment managers or investment platforms as sub advisers.¹ The website says its approach considers a client’s wealth, career, family, community, and standard of living when evaluating results.⁴

Assets and minimums

As of December 31, 2024, Aurelien Capital Partners reported $38,327,087 in discretionary client assets and no non discretionary client assets.¹ Wealth management fees are charged at an annual rate of up to 1.00 percent.¹ The firm generally requires a $500,000 minimum account size, although it may waive that requirement at its discretion.¹

FAQs

Related resources

• LocationMultifamily offices in Chicago

  The Chicago multifamily offices directory helps compare local firms that may serve wealthy families, business owners, and professionals. It gives readers a regional starting point for considering services such as investment management, financial planning, tax planning, and private investment support alongside Aurelien Capital Partners.

• Network siteCapitalGainsTax.com

  CapitalGainsTax.com provides guides on capital gains tax and planning approaches. A reader evaluating investment management, private investments, or tax planning can use these materials to identify questions about realizing gains, selling assets, and coordinating tax decisions with broader family or business finances.

• Network siteFamilyOffices.com

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• DataMFOs by decade founded

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  Profiles for Cresset, WindRock Wealth Management, and Barrington Wealth Management provide nearby comparison points on this site. Reviewing their listed services, client focus, and locations can help readers prepare a more informed shortlist when considering investment management, planning, insurance, administration, or private investment support.

Sources

1. Form ADV Part 2A, March 2025 , accessed October 23, 2026.
2. SEC Form ADV , accessed October 23, 2026.
3. Services , accessed October 23, 2026.
4. Our Approach , accessed October 23, 2026.
5. Leadership , accessed October 23, 2026.
6. Oliver Kupe biography , accessed October 23, 2026.
7. Cameron Dickerson biography , accessed October 23, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.