ACORN CAPITAL MANAGEMENT
Firm details
- Headquarters
- OKLAHOMA CITY, Oklahoma
- CRD number
- 164499
- Registered since
- March 17, 2017
- Website
- acorncapitalmanagement.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Acorn Capital Management is an LLC that operates as a private equity–focused advisor to institutional clients. The firm is SEC-registered (since 2017) and positions itself as an adviser and sponsor/GP for pooled investment vehicles rather than a multi-state retail advisory platform. Its advisory work centers on portfolio management for pooled vehicles, and it acts as sponsor, general partner, and managing member of those vehicles. Fee arrangements include a percentage-of-AUM component plus performance-based fees and other bespoke structures. The firm does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
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 2ANNA WALKER
Chief Financial OfficerCRD 7735805
RICK NAGEL
CEO and Managing PartnerCRD 6071626
Contacts
1 of 1JOHN BLEVINS
CCOCRD 1983887
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
OKLAHOMA CITY, OK
OKLAHOMA
Location
OKLAHOMA CITY, OK
Headquartered in OKLAHOMA CITY, OK, anchoring the Oklahoma City-Shawnee, OK metro in the South.
- Metro area
- Oklahoma City-Shawnee, OK
- Region
- South
- County
- OKLAHOMA
- Address
- 621 N Robinson Ave
- Time zone
- CT (UTC-6)
- Office locations
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