Aphelion Asset Management · Est. 2025
Where conviction meets the longest horizon.
A private investment manager for qualified investors with multi-generational horizons.
Founded
2025
CFTC Registered
Commodity Pool Operator
Master-Feeder
Onshore & Offshore
Our Philosophy
Philosophy
A discipline, not a product.
Discretion over benchmarks.
We do not exist to track an index. Capital is concentrated where conviction is highest and withdrawn where it is not. Discretion is the responsibility we accept on behalf of our investors.
Liquid where it pays, illiquid where it must.
Markets reward different forms of patience differently. We are equally prepared to hold positions that can be exited in an afternoon and positions that require years to mature — and we are honest with ourselves about which is which.
Alignment is structural.
Principal capital sits alongside investor capital on identical terms. We believe the only credible expression of conviction is the willingness to bear its consequences.
A small circle of investors, by design.
We work with accredited investors and qualified eligible persons whose horizons resemble our own. Smaller is a feature, not a stage.
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
How we work.
Mandate
The Investment Manager holds full discretionary authority over the Fund and its Master Fund, deploying capital in pursuit of risk-adjusted returns across a defined opportunity set.
Opportunity Set
The strategy spans listed equities, futures, and derivative instruments, with the capacity to hold positions whose fair value requires modeling rather than a market screen. Geographic reach is global; the custodial network spans venues in the United States and abroad.
Structure
A master-feeder configuration accommodates both U.S. and non-U.S. eligible investors. The Master Fund is the trading vehicle; feeder funds provide investors with the structure appropriate to their jurisdiction and tax position.
Risk & Valuation
The Investment Manager establishes the valuation framework for the Fund's positions. An independent administrator — Opus Fund Services — strikes NAV, processes subscriptions and redemptions, and conducts the operational diligence on incoming investors.
Eligibility
Participation is limited to investors who qualify as both accredited investors under Rule 501 of Regulation D and qualified eligible persons under CFTC Regulation 4.7.
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
Access is by invitation and verification.
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