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ACON INVESTMENTS MANAGEMENT, LLC

WASHINGTON, DC · CRD 162033 · IAPD ↗ · aconinvestments.com · 202-454-1100

$192.8MRegulatory AUM
4Advisory reps
16Employees
0Clients
n/aPlanning clients
9Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
April 2025 — ACON INVESTMENTS MANAGEMENT, LLC reported RAUM down 35% ($261.0M -> $170.6M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
35
April 2025 — ACON INVESTMENTS MANAGEMENT, LLC shrank from 10 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
43
April 2024 — ACON INVESTMENTS MANAGEMENT L.L.C. is now doing business as ACON INVESTMENTS MANAGEMENT, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
49
April 2024 — ACON INVESTMENTS MANAGEMENT, LLC reported RAUM up 32% ($201.0M -> $265.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.