Acorn Capital Management

RIASEC RegisteredEst. 2017
Total AUM
$893M
Discretionary
$893M
100% of AUM
Avg account
$89.3M
Accounts
10
Employees
21
Advisory reps
3

Firm details

Headquarters
Oklahoma City, Oklahoma
CRD number
164499
Registered since
March 17, 2017
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Anna Walker

    Anna Walker

    Chief Financial OfficerCRD 7735805

  • Rick Nagel

    Rick Nagel

    CEO and Managing PartnerCRD 6071626

Contacts

1 of 1
  • John Blevins

    John Blevins

    CCOCRD 1983887

Wealth teams

FINTRX

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth