Acon Equity Management L.L.C.

RIASEC RegisteredEst. 2012
Total AUM
$4.2B
Discretionary
$4.2B
100% of AUM
Avg account
$181M
Accounts
23
Employees
25
Advisory reps
7

Firm details

Headquarters
Washington, District of Columbia
CRD number
159517
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Acon Equity Management L.L.C. is a private equity firm organized as an LLC and registered with the SEC since 2012. The firm primarily serves institutional clients and sponsors pooled investment vehicles, acting in roles such as general partner and managing member for those funds. Its advisory activity is focused on portfolio management for pooled vehicles rather than one-off wealth management, and its compensation model combines a percentage-of-AUM fee with performance-based fees. The firm identifies as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Teresa Bernstein

    Teresa Bernstein

    COOCRD 6029501

  • Colleen Rodriguez

    Chief Financial OfficerCRD 8336159

Contacts

3 of 5
  • Bernard Aronson

    Bernard Aronson

    Founder & Managing PartnerCRD 5907220

  • Kenneth Brotman

    Kenneth Brotman

    Founder & Managing PartnerCRD 1936904

  • Jonathan Ginns

    Jonathan Ginns

    Founder & Managing PartnerCRD 5907218

Unlock 2 more contacts →

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth