ACON EQUITY MANAGEMENT L.L.C.

RIASEC RegisteredEst. 2012
Total AUM
$4.2B
Discretionary
$4.2B
100% of AUM
Avg account
$181M
Accounts
23
Employees
25
Advisory reps
6

Firm details

Headquarters
Washington, District of Columbia
CRD number
159517
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Acon Equity Management L.L.C. runs as a private equity–focused adviser that primarily manages pooled investment vehicles. The firm acts as a sponsor and general partner for closed-end vehicles while also investing through and allocating to third‑party alternative managers, with clear emphasis on private equity and hedge funds. Its fee model combines a percentage of assets under management with performance‑based fees, aligning economics with realized investment performance. The firm identifies itself as an active ESG investor and embeds that stance into its portfolio management for pooled vehicles. Acon’s operating model centers on running multiple private funds rather than providing individual retail wealth management. It serves institutional clients and holds a concentrated public equities footprint on 13F disclosures, indicating public positions are a small complement to its private fund activity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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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

2 of 2
  • TERESA BERNSTEIN

    COOCRD 6029501

  • MASUMI WAIDA

    Chief Financial OfficerCRD 5496700

Contacts

3 of 4
  • BERNARD ARONSON

    Founder & Managing PartnerCRD 5907220

  • KENNETH BROTMAN

    Founder & Managing PartnerCRD 1936904

  • DANIEL JINICH

    Managing PartnerCRD 5994317

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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

Washington, DC

DISTRICT OF COLUMBIA

Location

Washington, DC

Headquartered in Washington, DC, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
DISTRICT OF COLUMBIA
Address
1133 Connecticut Ave NW
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth