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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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.