Acon Equity Management L.L.C
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Overview
Acon Equity Management L.L.C operates as an advisory company headquartered in Washington, District of Columbia. Acon Equity Management L.L.C administers $5.1 billion in assets under management across 26 customer accounts, placing it among the largest firms in the United States by assets under management (AUM). Acon Equity Management L.L.C has a small group, including 20 financial advisors. Acon Equity Management L.L.C does not act as a registered broker-dealer, meaning the advisor cannot buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer company to do so. Securities are defined as exchangable fiscal assets like equities, bonds and options.
Acon Equity Management L.L.C manages all of its client assets on a discretionary basis. Discretionary management is a structure in which an investment advisor has the discretion to make transaction judgments for the client's account without requiring client approval. The company administers roughly $194.3 million for every customer account. The average financial advisor at Acon Equity Management L.L.C oversees around one client account, making it one of the most individualized financial advisor firms in the country.
The company's headquarters is located at 1133 Connecticut Ave, Nw, Washington, District of Columbia 20036. Acon Equity Management L.L.C is allowed to serve investors throughout a number of states, including California and District of Columbia.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Acon Equity Management L.L.C by the Numbers
$5.1 billion
30
26
$194.3 million
Fee Structure
Fees for financial management are based on which service is offered. However, fee types charged by the company likely include some blend of the following fee structures: asset-based or performance-based. Acon Equity Management L.L.C does not supply a wrap fee program, in which the company offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm caters to pooled investment vehicles. Out of its 26 customers, Acon Equity Management L.L.C's biggest client group by number of accounts is pooled investment vehicles. None of its clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Acon Equity Management L.L.C does not have any disclosures.
Please visit its Form ADV for more details.
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