Aragon Global Management, Lp

Aragon Global Management, L.P. is a financial advisory firm established in 2019 and registered with the SEC since 2021. Headquartered in Miami, Florida, the firm is primarily owned by Anne Dias. Aragon specializes in discretionary investment management, focusing on long-term capital appreciation through long and short investments in US and international equities. The firm also engages in private investments through the Aragon Fund and special purpose vehicles. Additionally, Aragon offers services to separately managed accounts for accredited investors. The firm's investment philosophy includes long-term fundamental stock selection, thematic investing, and global investing strategies. Aragon manages approximately $309.7 million in assets under management as of December 31, 2024, all on a discretionary basis. For fees and compensation, management fees for the Aragon Fund are billed according to relevant documents, while separately managed account fees are negotiated with clients. Incentive fees are based on net profits and are subject to waivers at Aragon's discretion. The firm uses commission sharing agreements to purchase research and other services, complying with Section 28(e) of the Securities Exchange Act of 1934. Aragon selects brokers based on best execution practices and may aggregate client orders for efficiency. The firm provides ongoing reviews of client portfolios and offers audited financial statements to clients. Aragon maintains custody of client assets with independent qualified custodians and votes proxies on behalf of clients, ensuring decisions are in the clients' best interests. The firm does not have financial conditions impairing its commitments to clients and has not been subject to bankruptcy in the past ten years.