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| Acorn Growth Companies LC
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|---|---|
| CRD # | 164499 |
| SEC # | 801-110106 |
| CIK # | |
| AUM | $574.1 MM (2024-08-01) |
| Employees | 16 (75% Investors, 0% Brokers) |
| Phone | 405-737-2676 |
| Address | 621 N Robinson Avenue Oklahoma City, OK 73102 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Acorn Soaring Investor LLC | 2023-03-31 | 107.3 | |
| PE | Acorn Aerospace & Defense Fund V LP | [2021-03-31] | 106.9 | 140.1 |
| 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 | |
| PE | TSS Co-Invest LLC | 2019-03-29 | 7.3 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 9 | 574.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 9 | 574.1 |
| By Discretionary | ||
| Discretionary | 7 | 572.8 |
| Non-Discretionary | 2 | 1.4 |
| Total | 9 | 574.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 574.1 | |
| Total | 9 | 574.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Rick Nagel | 6 | ||
| Craig Woodruff | 5 | ||
| Brandon Bradford | 5 | ||
| Jeff Morton | 2 | ||
| Laura Siegal | 2 | ||
| Robert Hinaman | 2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Alterna Capital Partners LLC
✚
|
NH | 0.6 |
|
New Leaf Venture Partners LLC
✚
|
NY | 0.6 |
|
Systima Capital Management LLC
✚
|
IL | 0.6 |
|
MWP Advisory LLC
✚
|
NY | 0.6 |
|
Boyne Capital Management LLC
✚
|
FL | 0.6 |
|
Edgewater Capital Management LLC
✚
|
OH | 0.6 |
|
Teleo Capital Management LLC
✚
|
ID | 0.6 |
|
Groundforce Capital Management LLC
✚
|
CA | 0.6 |
|
Hastings Equity Partners LLC
✚
|
MA | 0.6 |
|
Owner Resource Group LLC
✚
|
TX | 0.6 |