Acanto, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Acanto is a fee‑based investment adviser that provides discretionary and non‑discretionary portfolio management, comprehensive financial planning, and a quantitative trade‑signal service to individuals (including high‑net‑worth clients), trusts, estates, small businesses, pooled vehicles, registered investment advisers, and broker‑dealers. It documents client objectives in tailored engagement agreements and implements investment management under written authorization when clients grant discretionary trading authority.
The firm’s investment approach is primarily proprietary and model‑driven, combining momentum-based signals with volatility‑aware position sizing (risk parity) across both a concentrated U.S. equity selection strategy and a multi‑asset ETF/REIT allocation strategy. Acanto emphasizes systematic, rules‑based implementation and daily monitoring for discretionary accounts, discloses the limitations of backtested or hypothetical results, and states that core discretionary strategies do not employ structural leverage (though limited margin functionality may be used for operational settlement).
Compared with similarly small advisory firms, Acanto is notable for offering a packaged non‑discretionary quantitative trade‑signal product that leaves execution to clients and for explicitly disclosing referral and solicitor arrangements and dual‑registration activities by advisory personnel, which can create commission conflicts that are disclosed to clients. The firm also recommends specific custodians and acknowledges access to custodial research tools that may constitute soft‑dollar benefits, and it maintains a formal Code of Ethics and expanded model‑risk disclosures.
Client services
Expertise
Fee options
Financial planning fixed fees: $1,500-$3,000 for comprehensive financial plan; $500-$1,500 for annual financial plan review
$0 - $1,000,000: 2.00% per annum $1,000,001 - $5,000,000: 1.50% per annum $5,000,001 - $10,000,000: 1.25% per annum $10,000,001+: 1.00% per annum
Investment Banking agents may receive commissions for sales of securities products; commissions charged separately and not received by Acanto
Separate Financial Planning Consultations charged at $150-$300 per hour
Account minimum: $1,000,000 Minimum fee: Quantitative Trade Signal Service minimum fee of $6,250 per month or 0.5% of assets under management, whichever is greater Fee-only: Financial planning fixed fees: $1,500-$3,000 for comprehensive plan; $500-$1,500 for annual plan review; hourly fees $150-$300 for separate consultations
Main office
Pound Ridge NY
Advisors at this office
2
Most active in
Florida · New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Peter L
Series 63, Series 65
Pound Ridge, NY
Acanto, LLC
Peter Lusk Jr. is a financial advisor with Acanto, LLC, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at Acanto since 2017 and has prior experience with Great Point Capital, LLC, Pro Capital Exchange, and Carpe Diem Partners, LLC. Outside of advising, he provides business development consulting for startups through ProCapital Consulting LLC and serves as a registered representative at Weild & Co., focusing on carbon offset valuation and placement. Acanto, LLC is a fee-based investment adviser offering discretionary and non-discretionary portfolio management, financial planning, and a quantitative trade-signal service for a diverse client base including individuals, trusts, small businesses, and other advisory firms. The firm uses a proprietary, model-driven approach combining momentum signals with risk parity strategies, emphasizing systematic and rules-based implementation.
Facundo R
Series 63, Series 65
Pound Ridge, NY
Acanto, LLC
Facundo Rawson is a financial advisor at Acanto, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles at Patagonia Capital Advisors, LLC, GenCap Securities LLC, and Genesis Capital Group LLC. He serves as Managing Director at Patagonia Capital Advisors, focusing on corporate advisory and business development. Acanto is a fee-based investment adviser serving individuals, trusts, estates, small businesses, pooled vehicles, registered investment advisers, and broker-dealers. The firm uses a proprietary, model-driven investment approach combining momentum-based signals with volatility-aware position sizing across U.S. equity and multi-asset ETF/REIT strategies.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)