AC Funds, LLC

RIASEC RegisteredEst. 2020
Total AUM
$1B
Discretionary
$1B
100% of AUM
Avg account
$172M
Accounts
6
Employees
2
Advisory reps
2

Firm details

Headquarters
Ridgewood, New Jersey
CRD number
311748
Registered since
December 16, 2020
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Steven Weiss

    Steven Weiss

    General Counsel, Chief Operating OfficerCRD 5501942

Contacts

1 of 1
  • Kenneth Deane

    Kenneth Deane

    SVPCRD 4551241

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth