← Directory

ACON EQUITY MANAGEMENT L.L.C.

Legal name: ACON EQUITY MANAGEMENT, L.L.C.

CRD 159517File 801-74406
APPROVED
Custody
Filing as of Sep 1, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$4.17B
Top 25% of cohort (national)
Discretionary AUM
$4.17B
Clients
23
23 accounts
Employees
25
Top 25% of cohort in DC

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
PLRO
Registration date
Mar 30, 2012
Principal office
1133 CONNECTICUT AVE, NW, SUITE 700, WASHINGTON, DC, 20036
Phone
202-454-1100

Assets & accounts

ADV Item 5F
Total regulatory AUM
$4.17B
Discretionary AUM
$4.17B
Non-discretionary AUM
$0
Discretionary accounts
23
Non-discretionary accounts
0
Total accounts
23
AUM per client
$181.1M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles23$4.17B

Compensation & activities

ADV Items 5E, 5G

Compensation

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

Advisory activities

  • Portfolio management for pooled investment vehicles

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees2825decreased by3
Apr 1, 2026Clients2523decreased by2
Apr 1, 2026AUM$5,207,579,562$4,165,343,441decreased by$1,042,236,121
Apr 1, 2026Accounts2523decreased by2
Dec 1, 2025
vs May 1, 2025
AUM$5,217,746,360$5,207,579,562decreased by$10,166,798
May 1, 2025
vs Oct 1, 2022
Employees3328decreased by5
May 1, 2025
vs Oct 1, 2022
Clients2325increased by2
May 1, 2025
vs Oct 1, 2022
AUM$4,044,160,777$5,217,746,360increased by$1,173,585,583
May 1, 2025
vs Oct 1, 2022
Accounts2325increased by2
Apr 1, 2022Employees3733decreased by4
Apr 1, 2022Clients2023increased by3
Apr 1, 2022AUM$3,212,685,335$4,044,160,777increased by$831,475,442
Apr 1, 2022Accounts2023increased by3
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “ACON EQUITY” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ACON EQUITY” 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.