AG Dillon & Co is a venture capital asset manager for wealth management firms. We advise financial advisors in building bespoke pre-IPO stock portfolios for their clients.
AG Dillon Funds invest in late stage venture capital backed company equities, or pre-IPO stocks. We gain exposure to these companies via the private secondary market.
AG Dillon specializes in assisting financial advisors to meet their fiduciary responsibility when allocating to the pre-IPO stock asset class. We partner with financial advisors to complete investment committee reviews/approvals, on-going investment monitoring, and client allocation and portfolio construction conversations.
Click here to see AG Dillon’s Pre-IPO Stock Research.
About Aaron Dillon
Aaron Dillon
AG Dillon & Co, Managing Director
1167 2nd Ave Suite 2N NYC 10065
e. aaron.dillon@agdillon.com
c. +1 347 642 2640
Dillon’s pre-IPO stock experience
- General partner and investment advisor to 18 pre-IPO stock venture capital funds with $98 million in assets under management (Mar 2025)
- Funds available for purchase at Schwab, Fidelity, CNB
- Pre-IPO stock trading stats/averages; 16 offers received per trade, 6.5% price premium vs last primary round, 4.5% price improvement vs median offer, 15.8% best vs worst offer spread
- 5,500%+ realized return on SoFi pre-IPO stock investment, 4,000%+ unrealized return on KraneShares ETFs pre-IPO stock investment
Dillon’s fund management and passive investing experience
- Co-founded KraneShares ETFs and ran day-to-day operations for SEC 1940 Act funds
- Head of wealth management division at FTSE Russell Indices and constructed indices for ETFs, direct indexing, and passive SMAs
Dillon’s RIA/IBD servicing experience
- Managed investment product platforms at Morgan Stanley Wealth Management ($500b in assets) and TD Ameritrade ($160b in assets) and ensured compliance with SEC and Finra regulation while understanding and meeting financial advisor needs.
Dillon’s companies and roles – see LinkedIn bio for more:
- SoFi – Managing Director – Wealth Management, Galileo division
- London Stock Exchange / FTSE Russell Indexes – Managing Director, US Wealth Mgmt
- KraneShares ETFs – Co-founder, Managing Director
- TD Ameritrade – Director, Head of Mutual Fund & ETFs
- Morgan Stanley Wealth Management – VP, Investment Products & Managed Accounts
