Acorn Capital Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Acorn Capital Partners provides discretionary and non‑discretionary portfolio management primarily to high‑net‑worth individuals and institutional entities, along with services for charitable organizations and corporations. The firm offers separately managed account services and, for qualified investors, performance‑based fee arrangements in addition to standard asset‑based management.
The firm combines fundamental and technical methods (including charting, cyclical, and short‑term trading techniques) and may engage in market‑timing strategies as part of its investment process. Portfolios often include a concentration in small and micro‑capitalization equities and may utilize derivatives and options, margin, and other short‑term strategies when deemed suitable for a client’s objectives and tolerance for risk.
What is distinctive about Acorn is its affiliated subscription research platform, Acorn Research, which publishes market commentary, technical watchlists, and trade ideas that can overlap with the firm’s trading activity. The firm also manages accounts on differing fee arrangements (performance‑based alongside asset‑based) and discloses policies and allocation practices intended to address the attendant conflicts of interest.
Client services
Expertise
Fee options
2% annually (negotiable, may be reduced or waived for certain family members or employees)
20% of profits above 2.5% quarterly hurdle rate, with high watermark provision, assessed quarterly for qualified clients
Account minimum: $100,000 for non-discretionary accounts (may be waived); $250,000 for discretionary accounts (may be waived)
Main office
7272 112th St Apt 3 L
Forest Hills NY 11375
Advisors at this office
2
Most active in
New York · Texas
Also doing business as
Acorn Capital Partners · Acorn Capital Partners, LLC
Disclosures
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Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
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