Firm profile

ACORN ADVISORY CAPITAL, L.P.

NEW YORK, NYCRD 133040Latest ADV March 19, 2026

Acorn Advisory Capital, L.P. is an SEC registered investment adviser organized as a limited partnership with a primary office location in New York, NY. Its latest Form ADV filing, dated March 19, 2026, reports $3.0B in regulatory assets under management, 22 employees, and 7 accounts.

Assets Under Management
$3.0B
Employees
22
Offices
--
Total Clients
7
Primary office
NEW YORK, NY
590 MADISON AVENUE, 30TH FLOOR, NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEODonald A. Sherman
CCOCatherine M. Fleming
COOCatherine M. Fleming

Advisory services offered

3 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 57.1% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
57.1%
4
2
Insurance Cos.
28.6%
2
3
HNWI
14.3%
1
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
Insurance companies<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$3.0Bas of March 19, 2026
Discretionary63.2%
$1.9B
63% of total RAUM63.2%
Non-discretionary36.8%
$1.1B
37% of total RAUM36.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$3.0B
Total Accounts7
10Y AUM Change+$2.1B (+263.3%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees22
Clients per Employee0:1
10Y Employee Change+9 (+69.2%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.