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AC INVESTMENT MANAGEMENT LLC

Legal name: AC INVESTMENT MANAGEMENT, LLC

CRD 140443File 801-66922
APPROVED
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$251.0M
Below cohort median (national)
Discretionary AUM
$251.0M
Clients
4
4 accounts
Employees
8
Below cohort median in NY

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
NYRO
Registration date
Jun 22, 2006
Principal office
1350 AVENUE OF THE AMERICAS, SUITE 2300, NEW YORK, NY, 10019
Phone
(212) 245-8200

Assets & accounts

ADV Item 5F
Total regulatory AUM
$251.0M
Discretionary AUM
$251.0M
Non-discretionary AUM
$0
Discretionary accounts
4
Non-discretionary accounts
0
Total accounts
4
AUM per client
$62.7M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles4$251.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Selection of other advisers
  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11
  • Q11E2

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.