ACON INVESTMENTS MANAGEMENT, LLC

RIASEC RegisteredEst. 2012
Total AUM
$193M
Discretionary
$193M
100% of AUM
Avg account
$21.4M
Accounts
9
Employees
16
Advisory reps
5

Firm details

Headquarters
Washington, District of Columbia
CRD number
162033
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 Investments Management, LLC is an SEC-registered investment adviser organized as a limited liability company and active since 2012. It operates as a private equity fund manager that provides portfolio management for pooled investment vehicles and serves primarily institutional clients. The firm charges a mix of asset-based fees and performance-linked fees, and it identifies itself as an active ESG investor. Beyond advisory duties, Acon functions in sponsor and GP roles, acting as managing member for the pooled vehicles it advises.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • TERESA BERNSTEIN

    COOCRD 6029501

  • MASUMI WAIDA

    Chief Financial OfficerCRD 5496700

Contacts

3 of 3
  • BERNARD ARONSON

    Founder & Managing PartnerCRD 5907220

  • JONATHAN GINNS

    Founder & Managing PartnerCRD 5907218

  • KENNETH BROTMAN

    Founder & Managing PartnerCRD 1936904

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

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