Aphelion Asset Management · Est. 2025
Where conviction meets the longest horizon.
An alternative Asset Management specializing in Hedge Fund management, and Advanced Quantitative Strategies to capitalize on opportunities across global markets.
Founded
2025
CFTC Registered
Commodity Pool Operator
Master-Feeder
Onshore & Offshore
Our Philosophy
Philosophy
Our guiding principles.
Our Mission
To design and execute bespoke financial strategies that combine our sharp global perspective with an exhaustive understanding of each client's unique ambitions. Our purpose is to align risk appetite with profitability goals, ensuring that today's wealth becomes tomorrow's enduring legacy.
Our Vision
To establish ourselves as the definitive strategic partner for sophisticated global investors. We aspire to be the industry benchmark in independent wealth management, where unwavering integrity, technological innovation, and acute market insight converge.
Our Values
Integrity & Alignment — We operate with absolute transparency; our decisions and strategies are strictly aligned with our clients' best interests.
Absolute Privacy — Discretion is the most valuable asset in any fiduciary relationship; confidentiality is the non-negotiable foundation of every interaction.
Operational Excellence — From strategy conception to execution, every process reflects the highest professional standards of the financial industry.
Infrastructure
Key Service Providers
The funds managed by Aphelion Asset Management, LLC engage independent third-party service providers to support fund operations, administration, custody, audit, and legal matters.
Our Approach
Approach
Alternative Investments & Quantitative Management
Access to Alternatives
We provide qualified and institutional investors with privileged access to a select ecosystem of alternative investment opportunities.
Systematic Methodology
As hedge fund managers, our distinct advantage lies in a systematic investment methodology. We execute our trades through cutting-edge automated algorithms, driven by rigorously defined market strategies.
Continuous Optimization
Our disciplined, quantitative approach empowers us to continuously evaluate and optimize fund structure, strategy, and performance while eliminating emotional biases in financial decision-making.
Portfolio Integration
We integrate capital allocations that seamlessly complement your broader portfolio, improving diversification and maximizing long-term return potential.
Access
Entry into high-caliber alternative investment vehicles.
Automated Risk Oversight
Transparent analysis and continuous risk management powered by next-generation algorithmic technology.
Leadership
Team
Our team is composed of seasoned professionals with diverse expertise, ensuring a comprehensive and strategic approach to managing investments and navigating global financial markets.
Raimundo Moscato
CEO
Seasoned attorney with over 30 years of experience at the intersection of law and finance. Holding a Master's degree in Finance, he brings a sophisticated understanding of the banking sector to the firm. Throughout his career, Raimundo has established himself as a strategic expert in navigating the complexities of the global financial landscape.
Juan Carlos Peñaloza
COO / Investment Officer
As economist, he has worked in Broker Dealers, RIAs & Hedge Funds as a fund manager, COO, equities derivatives strategist & options quant trader. During his 30-year career as an economist, he has managed multi million fund's assets.
José Ignacio Reyna
CTO / Investment Officer
Mr. Reyna brings a formidable quantitative edge to the investment team. With advanced academic foundations in both Finance and Statistics, he specializes in the development of algorithmic trading strategies and the application of data science to market analysis. This dual-mastery allows Mr. Reyna to tackle complex financial challenges through a disciplined, systematic lens, ensuring that every trade is backed by robust statistical evidence and technical insight.
Get in Touch
Institutional security is paramount.
We operate under the strict regulatory framework and oversight of the National Futures Association (NFA). Our uncompromising commitment to global standards of regulatory compliance, corporate governance, and financial transparency enables us to confidently offer investment advisory services. Our clients invest with the absolute certainty that their capital is managed in accordance with the most rigorous practices of the U.S. legal and regulatory framework. If our philosophy resonates, request access to learn more. Participation is limited to accredited investors who qualify as Qualified Eligible Persons.
Qualified investors only
Access is limited to accredited investors who qualify as Qualified Eligible Persons.
Verify Eligibility & Request Access