AG Dillon & Co is a venture capital asset manager for wealth management firms; RIAs, IBDs, and regional BDs.
We build venture funds specifically for individual investors - not pensions, endowments, and foundations - and specialize in assisting financial advisors in meeting their fiduciary responsibility when allocating to the venture capital asset class.
AGD’s funds invest into late stage venture capital backed company equities, or pre-IPO stocks. We gain exposure to these companies via the private secondary market.
AGD partners with these financial advisors to complete all investment committee reviews/approvals, create marketing materials, and assist in client allocation 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
- 5,500%+ realized return on SoFi pre-IPO stock investment
- 4,000%+ unrealized return on KraneShares ETFs pre-IPO stock investment
- 10 other pre-IPO stock investments including SilkFAW (www.silkfaw.com), Public.com, Paga (www.mypaga.com)
- Assisted 40+ fintech challenger banks launch online bank account offerings, assisted with seed capital raising (SoFi/Galileo, www.galileo-ft.com)
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
