Firm profile

ACON INVESTMENTS MANAGEMENT, LLC

WASHINGTON, DCCRD 162033Latest ADV March 31, 2026

Acon Investments Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Washington, DC. Its latest Form ADV filing, dated March 31, 2026, reports $196M in regulatory assets under management, 16 employees, 1 office, and 9 accounts.

Assets Under Management
$196M
Employees
16
Offices
1 office
Total Clients
9
Primary office
WASHINGTON, DC
1133 CONNECTICUT AVE NW, SUITE 700, WASHINGTON, DC, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CCOTeresa Y. Bernstein
CFOMasumi Waida
COOTeresa Y. Bernstein

Advisory services offered

1 types reported
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
9

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$196Mas of March 31, 2026
Discretionary100.0%
$196M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

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

Total AUM$196M
Total Accounts9
10Y AUM Change+$159M (+432.9%)

Employee Growth by Quarter

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

Total Employees16
Clients per Employee1:1
10Y Employee Change-7 (-30.4%)

* 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.