ACORN ADVISORY CAPITAL, L.P.

RIASEC RegisteredEst. 2005

Total AUM

$3B

Discretionary

$1.9B

63% of AUM

Avg account

$423M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 133040
Registered since: January 3, 2005
Custodians: THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Insurance Companies68.4%
Pooled Investment Vehicles31.41%
HNWI0.18%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Acorn Advisory Capital, L.P. is a limited partnership that has been SEC-registered since 2005 and operates as a hedge fund and other pooled-fund sponsor. The firm functions in both fund management and commodity-pool/CTA capacities and serves a mix of individual, family and institutional clients. Its advisory remit covers portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio management for corporate or institutional clients. Compensation includes both a percentage-of-assets fee and performance-based fees. The firm does not identify as an active ESG investor and is not a multi-state adviser.