The ACORN CREEK CAPITAL is a privately held investment adviser that advises $488.69mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. ACORN CREEK CAPITAL is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 16.01% over the last 2-years.
The Group has been registered with the SEC for 3.3 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 215 WEST OAK STREET 10TH FLOOR, STE 1000, FORT COLLINS, COLORADO. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 5 employees comprised of 4 investment and 1 non-investment staff. The total number of Employees remained the same over the last few years.
Their $488.69mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 10 other accounts. Assets of High Net Worth Individuals clients own $410.35mn or 83.97% of Total Assets and Individuals own $63.43mn or 12.98% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
ACORN CREEK CAPITAL names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.