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| Happy Holidays!! thanks for using AUM13F!! |
| Acorn Growth Companies LC
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| CRD # | 164499 |
| SEC # | 801-110106 |
| CIK # | |
| AUM | $655.1 M (2025-05-07) |
| Employees | 17 (71% Investors, 0% Brokers) |
| Phone | 405-737-2676 |
| Address | 621 N Robinson Avenue Oklahoma City, OK 73102 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Altaero Aviation Finance LP | [2025-03-31] | 7.6 | 6.6 |
| PE | Acorn Soaring Investor LLC | 2023-03-31 | 107.3 | |
| PE | Acorn Aerospace & Defense Fund V LP | [2021-03-31] | 106.9 | 152.5 |
| PE | Acorn Mezzanine Financing LLC | 2021-03-31 | 1.4 | |
| PE | Acorn A2K Investor LLC | 2020-03-30 | 170.4 | |
| PE | Acorn BST Investor LLC | 2019-11-25 | 5.8 | |
| PE | Acorn DIMO Investor LLC | 2019-11-25 | 4.8 | |
| PE | Acorn RG Investor LLC | 2019-11-25 | 11.0 | |
| PE | CIS Investors LLC | 2019-03-29 | 1.1 | |
| PE | Raisbeck Investments LLC | 2019-03-29 | 5.0 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 10 | 655.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 10 | 655.1 |
| By Discretionary | ||
| Discretionary | 8 | 651.9 |
| Non-Discretionary | 2 | 3.2 |
| Total | 10 | 655.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 655.1 | |
| Total | 10 | 655.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Rick Nagel | 8 | ||
| Brandon Bradford | 6 | ||
| Craig Woodruff | 5 | ||
| Jeff Morton | 2 | ||
| Laura Siegal | 2 | ||
| Robert Hinaman | 2 | ||
| Altaero Aviation Finance GP LLC | 1 | ||
| Acorn Growth Companies LLC | 1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Vendera Management Holdings LLC
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|
TX | 0.7 |
|
GPI Capital LP
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|
0.7 | |
|
Northleaf Capital Advisors Ltd
✚
|
0.7 | |
|
Lincoln Peak Capital Management LLC
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|
MA | 0.7 |
|
Fort Point Capital LLC
✚
|
MA | 0.7 |
|
Gatewood Capital Management LLC
✚
|
NY | 0.7 |
|
Astara Capital Partners LP
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|
NY | 0.7 |
|
Silverhawk Capital Partners LLC
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|
CT | 0.7 |
|
Warana Capital LLC
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|
NY | 0.7 |
|
Radial Equity Partners LP
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|
NY | 0.6 |