|
⚲
|
| Acorn Asset Management LLC
✚
|
|
|---|---|
| CRD # | 340572 |
| SEC # | 801-135439 |
| CIK # | |
| AUM | $6.6 M (2026-06-24) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 609-455-1223 |
| Address | 300 Witherspoon Street, Suite 201 Princeton, NJ 08542 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9 | 2.1 |
| (b) Individuals (high net worth individuals) | 3 | 4.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 16 | 6.6 |
| By Discretionary | ||
| Discretionary | 16 | 6.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 16 | 6.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.6 | |
| Total | 16 | 6.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Channel Investment Partners LLC
✚
|
0.0 | |
|
CornerStone Advisors LLC
✚
|
AR | 0.0 |
|
Unity Wealth Partners LLC
✚
|
CA | 0.0 |
|
Berlin Jonathan Antonio MEZA
✚
|
0.0 | |
|
Gray Lion Capital LLC
✚
|
0.0 | |
|
Newday Funds Inc
✚
|
CT | 0.0 |
|
WealthJar Investment Advisory LLC
✚
|
HI | 0.0 |
|
Darrow Bentley LLC
✚
|
FL | 0.0 |
|
Oakhurst Capital Advisors LLC
✚
|
DC | 0.0 |
|
GT Investment Management LLC
✚
|
CA | 0.0 |