ACON EQUITY MANAGEMENT L.L.C.
Firm details
- Headquarters
- Washington, District of Columbia
- CRD number
- 159517
- Registered since
- March 30, 2012
- Website
- aconinvestments.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Acon Equity Management L.L.C. runs as a private equity–focused adviser that primarily manages pooled investment vehicles. The firm acts as a sponsor and general partner for closed-end vehicles while also investing through and allocating to third‑party alternative managers, with clear emphasis on private equity and hedge funds. Its fee model combines a percentage of assets under management with performance‑based fees, aligning economics with realized investment performance. The firm identifies itself as an active ESG investor and embeds that stance into its portfolio management for pooled vehicles. Acon’s operating model centers on running multiple private funds rather than providing individual retail wealth management. It serves institutional clients and holds a concentrated public equities footprint on 13F disclosures, indicating public positions are a small complement to its private fund activity.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2TERESA BERNSTEIN
COOCRD 6029501
MASUMI WAIDA
Chief Financial OfficerCRD 5496700
Contacts
3 of 4BERNARD ARONSON
Founder & Managing PartnerCRD 5907220
KENNETH BROTMAN
Founder & Managing PartnerCRD 1936904
DANIEL JINICH
Managing PartnerCRD 5994317
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Washington, DC
DISTRICT OF COLUMBIA
Location
Washington, DC
Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- DISTRICT OF COLUMBIA
- Address
- 1133 Connecticut Ave NW
- Time zone
- ET (UTC-5)
- Office locations
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