Acorn Asset Management LLC: applying for SEC registration, $7M AUM, Princeton, NJ
Acorn Asset Management LLC (Princeton, New Jersey): applying for SEC registration, $7M AUM, Princeton, NJ. Its amount of 7 is below the median of 134 (1st percentile). Dated 245 days ago, it serves as a historical benchmark. Score 40/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 7 · 1th percentile of 1,149 NewRiaPulse records · 0.1x the median
Free preview: all 11 published fields of this record are shown below. Locked: 33 related NJ NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Acorn Asset Management LLC |
| Legal name | Acorn Asset Management LLC |
| CRD | 340572 |
| Status | In 120-day approval window |
| Registered with the SEC | 2026-03-04 |
| Latest Form ADV filing | 2026-07-06 |
| Location | Princeton, NJ, United States |
| Regulatory AUM | $6,600,000 |
| Accounts | 16 |
| Employees | 1 |
| Website | http://www.AcornAssetManagement.com |
| amount percentile | 1th of 1,149 (median 134, 0.1x median) |
| Peer records CSV (34 NJ records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-03-04
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Acorn Asset Management LLC and 34 New Jersey peers
- New Jersey NewRiaPulse records like this one: 34
- Acorn Asset Management LLC's amount: 1st percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every New Jersey peer: $6,800 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
40 / 100 Score
- Still in the approval window: vendors not yet chosen.
- Website on file.
What is the NewRiaPulse record for Acorn Asset Management LLC in Princeton, New Jersey?
Acorn Asset Management LLC applied for SEC registration as an investment adviser (2026-03-04) with $6,600,000 in regulatory assets under management, based in Princeton, NJ.
How does Acorn Asset Management LLC compare to other New Jersey NewRiaPulse records?
Its amount of 7 is below the median (1th percentile); smaller records often move faster and face less competition. It is 245 days old; check the official source for later updates before acting.
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NewRiaPulse: Under $100M NewRiaPulse: records in New Jersey NewRiaPulse: In 120-day approval window
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.