AC Funds, LLC
Firm details
- Headquarters
- Ridgewood, New Jersey
- CRD number
- 311748
- Registered since
- December 16, 2020
- Website
- www.advisorscapfunds.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
AC Funds, LLC is a limited liability company that operates as an institutional registered investment adviser. The firm became SEC-registered in 2020 and primarily serves institutional clients, providing portfolio management services for investment companies. It charges fees based on a percentage of assets under management and does not function as a capital allocator. The firm's ownership structure is listed as a combination of a domestic entity and an individual. AC Funds, LLC is not identified as an active ESG investor, is not registered as a multi-state adviser, and does not present itself as a pension consultant or related adviser. Its stated advisory activity centers on managing investment company portfolios, which implies its clients are pooled or institutional investment vehicles rather than retail households.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Steven Weiss
General Counsel, Chief Operating OfficerCRD 5501942
Contacts
1 of 1
Kenneth Deane
SVPCRD 4551241
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Ridgewood, NJ
Bergen
Location
Ridgewood, NJ
Headquartered in Ridgewood, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Bergen
- Address
- 10 Wilsey Sq
- Time zone
- ET (UTC-5)
- Office locations
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