Acorn Growth Companies, Lc
- Regulatory AUM
- $893M
- Discretionary
- $893M
- Clients
- 10
- Avg AUM / client
- $89.3M
- Accounts
- 10
- Employees
- 21
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 10 | $893M | 100.0% |
Private funds (9)
Reported in Form ADV Section 7.B.(1), filing of Aug 2024 · $566M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Acorn A2 K Investor, Llc | Private Equity Fund | Delaware | $170M | 14 |
| Acorn Aerospace & Defense Fund V, Lp | Private Equity Fund | Delaware | $140M | 95 |
| Acorn Growth Capital Fund Iv, Lp | Private Equity Fund | Delaware | $129M | 60 |
| Acorn Soaring Investor, Llc | Private Equity Fund | Delaware | $107M | 15 |
| Tss Co Invest, Llc | Private Equity Fund | Delaware | $7.3M | 12 |
| Raisbeck Investments, Llc | Private Equity Fund | Delaware | $5.0M | 2 |
| Acorn Dimo Investor, Llc | Private Equity Fund | Delaware | $4.8M | 21 |
| Acorn Mezzanine Financing, Llc | Private Equity Fund | Delaware | $1.4M | 8 |
| Acorn Growth Capital Fund Iii, Llc | Private Equity Fund | Oklahoma | $2.0K | 15 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Nagel, Rick, Ronald | Chief Executive Officer | Jan 2005 (22y) | ≈ 56.25% – 100% via Rick Ronald Nagel Trust | |
| Davis, Jeff, Glenn | Co Trustee | Dec 2015 (11y) | ≈ 2.5% – 12.5% via Davis Family Trust | |
| Blevins, John, Howard | Chief Compliance Officer | Apr 2023 (3y) | Less than 5% | |
| Walker, Anna, Jeanne | Chief Financial Officer | Apr 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Rick Ronald Nagel Trust | Owner | Jan 2005 | A | 75% or more |
| Davis Family Trust | Owner | Dec 2000 | A | 10% – 25% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Nagel, Rick, Ronald: 75% – 100% of Rick Ronald Nagel Trust × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Davis, Jeff, Glenn: 25% – 50% of Davis Family Trust × 10% – 25% direct ≈ 2.5% – 12.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (9, $566M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Acorn A2 K Investor, Llc | Private Equity Fund | $170M | $100K | 14 |
| Acorn Aerospace & Defense Fund V, Lp | Private Equity Fund | $140M | $1.0M | 95 |
| Acorn Growth Capital Fund Iv, Lp | Private Equity Fund | $129M | $1.0M | 60 |
| Acorn Soaring Investor, Llc | Private Equity Fund | $107M | $100K | 15 |
| Tss Co Invest, Llc | Private Equity Fund | $7.3M | $25.0K | 12 |
| Raisbeck Investments, Llc | Private Equity Fund | $5.0M | $1.0M | 2 |
| Acorn Dimo Investor, Llc | Private Equity Fund | $4.8M | $25.0K | 21 |
| Acorn Mezzanine Financing, Llc | Private Equity Fund | $1.4M | $250K | 8 |
| Acorn Growth Capital Fund Iii, Llc | Private Equity Fund | $2.0K | $20.0K | 15 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/21/2026 | 1.97 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • EBITDA FEE
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 21, 2026.
View current Form ADV (SEC/IAPD) ↗