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ACORN ADVISORY CAPITAL, L.P.
CRD 133040File 801-63741
APPROVED
Retail clients
Custody
Filing as of Mar 19, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.96B
Top 25% of cohort (national)
Discretionary AUM
$1.87B
Non-discretionary $1.09B
Clients
7
7 accounts
Employees
22
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jan 3, 2005
- Principal office
- 590 MADISON AVENUE, 30TH FLOOR, NEW YORK, NY, 10022
- Phone
- 212-303-4344
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.96B
- Discretionary AUM
- $1.87B
- Non-discretionary AUM
- $1.09B
- Discretionary accounts
- 5
- Non-discretionary accounts
- 2
- Total accounts
- 7
- AUM per client
- $423.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | Fewer than 5 | $2.03B |
| High net worth individuals | Fewer than 5 | $5.5M |
| Pooled investment vehicles | 4 | $930.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 8 | 7 | decreased by1 |
| Apr 1, 2026 | AUM | $2,940,342,593 | $2,962,177,248 | increased by$21,834,655 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 25 | 22 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 10 | 8 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,319,990,725 | $2,940,342,593 | decreased by$379,648,132 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 10 | 7 | decreased by3 |
| Apr 1, 2022 | Employees | 21 | 25 | increased by4 |
| Apr 1, 2022 | AUM | $3,084,316,885 | $3,319,990,725 | increased by$235,673,840 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ACORN ADVISORY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ACORN ADVISORY” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.