Acon Investments Management, LLC

RIASEC RegisteredEst. 2012
Total AUM
$193M
Discretionary
$193M
100% of AUM
Avg account
$21.4M
Accounts
9
Employees
16
Advisory reps
7

Firm details

Headquarters
Washington, District of Columbia
CRD number
162033
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 Investments Management, LLC is an SEC-registered investment adviser organized as an LLC and classified as a private equity fund manager. The firm focuses on managing pooled investment vehicles for institutional clients and charges a combination of asset-based fees and performance fees consistent with private fund structures. According to the available data the adviser was registered with the SEC in 2012 and is owned by an individual; it also identifies itself as an active ESG investor. Its stated industry roles include acting as an investment adviser and sponsor as well as serving as a general partner/managing member of pooled vehicles.

Assets & Accounts

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

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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