$5.9M Total AUM
$5.2M Disc. AUM
-- 3Y CAGR
2 Employees
10 ADV. Clients
13 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers · Pershing
- Clients
- Retail
- Platforms
- Momentum focus
- Established Date
- 01-23-2013
- Office Locations
- 2
Office Locations
7272 112th ST APT 3L Forest Hills NY
-- Coconut Creek FL
About Acorn Capital Partners, LLC
Acorn Capital Partners, LLC is a founder-led RIA serving retail clients with portfolio construction and investment advisory. The firm’s SMA allocations emphasize ETFs alongside cash and it also uses mutual funds. Custody is maintained with Interactive Brokers and Pershing. Led by founder/CCO Thomas James Horan, with offices in NY and FL.
Team overview
-- AVG AGE
$2.9M AVG AUM / ADVISOR
$589.4K AVG AUM / CLIENT
8.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
13yrs Firm Age
Insights
Open the full profile to inspect shifts in vertex alpha.
See the complete signal summary connected to capital.
Open the full profile to inspect shifts in ember horizon.
Premium access reveals conviction themes in vector value radial.
Upgrade to reveal position-level detail across oak frontier.
Unlock to see real insight on wave momentum.
Open the full profile to inspect shifts in pathway focus.
See the complete signal summary connected to delta.
Custodian
Horizon
Investment Vehicles
Momentum
Services
Capital
Technology
Crest vertex
Owner & Executives
THOMAS JAMES HORAN
Chief Compliance Officer, Founder, Managing Member
- CRD
- #3102025
- Ownership
- 75% or more
(226) 895-2645
eagle.optima@pathwaycapital.com
in linkedin.com/in/meridian-value
Showing 1 of 1 owners & executives
Unlock allContacts
M
Matthew Ryan Seymour
Brokerage Associate
- CRD
- #5389675
(720) 205-2862
horizon.focus@wavecapital.com
in linkedin.com/in/delta-fusion
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,162,755 | -- |
| Non-Discretionary | $731,082 | -- |
| Total | $5,893,837 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $5,893,837
Cash:
47.9% Equity - Exchange:
52.1% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $314,152,725 | 47.9% |
| Equity - Exchange | $341,698,476 | 52.1% |
| Total | $655,851,201 | 100.0% |