$9.1M Total AUM
$9.1M Disc. AUM
-- 3Y CAGR
2 Employees
30 ADV. Clients
7 yrs Firm Age
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- Custodian
- Capital Group · Charles Schwab & Company · Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-02-2018
- Office Locations
- 1
Office Locations
-- Pound Ridge NY
About Acanto, LLC
Acanto, LLC is a Pound Ridge-based RIA. The firm has been operating for 7 years. Managing $9.1M in total assets under management, with 2 advisory representatives. They custody assets with Capital Group and Charles Schwab & Company.
Team overview
-- AVG AGE
$4.6M AVG AUM / ADVISOR
$304.3K AVG AUM / CLIENT
3.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
Available
Services
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Owner & Executives
P
PETER ANTHONY LUSK JR.
Chief Compliance Officer, Managing Member
- CRD
- #2760520
- Ownership
- 75% or more
Available
Available
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F
FACUNDO RAWSON
Managing Director
- CRD
- #4615559
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,128,600 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,128,600 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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