Acp Investment Management: new SEC registration, $132M AUM, Kailua-Kona, HI
Acp Investment Management (Kailua-Kona, Hawaii): new SEC registration, $132M AUM, Kailua-Kona, HI. Its amount of 132 is below the median of 135 (49th percentile). Dated 402 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-11-04, 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: 132 · 49th percentile of 1,225 NewRiaPulse records · 1.0x the median
Free preview: all 11 published fields of this record are shown below. Locked: 2 related HI NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Acp Investment Management |
| Legal name | Advisor Compliance Partners LLC |
| CRD | 338484 |
| Status | Approved |
| Registered with the SEC | 2025-09-29 |
| Latest Form ADV filing | 2026-04-28 |
| Location | Kailua-Kona, HI, United States |
| Regulatory AUM | $131,872,386 |
| Accounts | 465 |
| Employees | 4 |
| Website | https://www.linkedin.com/company/advisor-compliance-partners/ |
| amount percentile | 49th of 1,225 (median 135, 1.0x median) |
| Peer records CSV (3 HI 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: 2025-09-29
- Data refreshed: 2026-11-04
- Refunds on request within 14 days
Top NewRiaPulse records (HI first): Financial Planning Hawaii, INC. · Wealth Alignment Partners, LLC · Vanguard Capital Management, LLC · Vanguard Portfolio Management, LLC · Caxton Associates LLP · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 04 Nov 2026 21:45:24 GMT
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Peer benchmark and outreach value: Acp Investment Management and 3 Hawaii peers
- Hawaii NewRiaPulse records like this one: 3
- Acp Investment Management's amount: 49th percentile of 1,225 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Hawaii peer: $600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $132M under management.
- Website on file.
What is the NewRiaPulse record for Acp Investment Management in Kailua-Kona, Hawaii?
Acp Investment Management received SEC registration as an investment adviser (2025-09-29) with $131,872,386 in regulatory assets under management, based in Kailua-Kona, HI.
How does Acp Investment Management compare to other Hawaii NewRiaPulse records?
Its amount of 132 is below the median (49th percentile); smaller records often move faster and face less competition. It is 402 days old; check the official source for later updates before acting.
Acp Investment Management vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Acp Investment Management | Kailua-Kona, HI | 132 | 49th | 2025-09-29 |
| Von Haefen Financial Management | 128 | 46th | 2026-10-28 | |
| Bollin Wealth Management, LLC | Perrysburg, OH | 153 | 57th | 2026-10-20 |
| Retirepath Wealth, LLC | Little Rock, AR | 110 | 24th | 2026-10-20 |
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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.