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A•••• C••••••• L•: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserinstitutional managerSEC registeredRAUM 10b 100b

A•••• C••••••• L•

CRD 175054

NEW YORK, NY

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Search this name across graphsid dfx:ria:27417754-12a6-8614-16f7-05b314f6bf41

Data as of Apr 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 39
Dated events: 8
On other graphs: 3
Observed: Apr 14, 2015 to Apr 13, 2026
29 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

A•••• C••••••• L•

Private equity manager · shared crd

Private Creditidentity

A•••• C••••••• L•

Private credit manager · shared crd

Real Estate Fundsidentity

A•••• C••••••• L•

Real estate fund manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: institutional managerderivedprivate_client_share=0.0 fund_share=0.29 institutional_share=0.71 related_bd=false related_bank=true bd_reps=0.0
Regulatory AUM: $18BItem 5.F on the latest filing (2026-04-13); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $8.0B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
A•••• C••••• P••••••• I•• L•	Real Estate Fund	$1.1B	Aug 22, 2024	19	Mar 31, 2023	reported	021-429051
A•••• C••••• P••••••• I• R•••• I••	Real Estate Fund	$1.1B

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
A•••• C•••••• G•• L••	GENERAL PARTNER OF REGISTRANT	Na	yes	01/2015	Apr 14, 2015	Aug 22, 2024
B••••••• S••••••• N•••••	Trustee	F	yes	06/2011	Apr 14, 2015

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
A•••• C•••••• S•••••• S••••••••• G•• L•	n/a	n/a	n/a	N	yes	n/a
A•••• C••••• F•••• G•• L••	n/a	n/a	n/a	N	yes	n/a
A•••• C••••• I• G•• L•

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Dallas	TX	United States	42	no
NEW YORK	NY	United States	36	no
LOS ANGELES	CA	United States	9	no
Miami	FL	United States	3	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 11 of 12

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$18B	$19B	-4.4%	$21B	-4.4%	121	124	4	4

Relationships

Affiliated with (1)

← ACORN ADVISORY CAPITAL, L.P.Registered adviserother investment adviser
factForm ADV

Advises (13)

→ A•••• C••••• I•• L•Private fundReal Estate Fund, IA
Mar 30, 2018 to presentfactForm ADV
→ A•••• C••••• I• •••••••• M••••••• L•Private fundReal Estate Fund, IA
Mar 31, 2021 to presentfactForm ADV
→ A••• C••••••• L•

Dated events

Occurred
Aug 8, 2024
Control person joined
Patrick Michael Wilkinson (Chief Financial Officer) appeared on Schedule A of A•••• C••••••• L•
Form ADVobserved 7 days ago
Occurred
Mar 29, 2024
Control person left
Michael David Cordova (Chief Financial Officer) no longer on Schedule A of A•••• C••••••• L• (listed 2023-09-15, absent 2024-03-29)
Form ADVobserved 7 days ago
Occurred
Mar 31, 2023
Control person joined
A•••••• J••• S•••••• (Trustee) appeared on Schedule A of A•••• C••••••• L•
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:27417754-12a6-8614-16f7-05b314f6bf41
First observed: Apr 14, 2015
Last observed: Apr 13, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Controls (19)

← B••••••• S••••••• N•••••OwnerMANAGER, ownership code F, individual
Apr 14, 2015 to Aug 22, 2024factForm ADV
← W•••• P••••• S••••••OwnerMANAGING PARTNER, ownership code A, individual
Aug 7, 2015 to Aug 22, 2024factForm ADV
← F••••••• B•••• W•••••••OwnerMANAGING PARTNER, ownership code A, individual
Apr 14, 2015 to Aug 22, 2024factForm ADV
← K••••••••• S••••••• A•••••OwnerSOLE OWNER, ownership code F, individual
Apr 14, 2015 to Aug 22, 2024factForm ADV
← T•••••••• C••••••••• D••••OwnerMANAGING PARTNER, ownership code A, individual
Apr 14, 2015 to Aug 22, 2024factForm ADV
← D•••••• W•••••• R•••••OwnerCEO AND MANAGING PARTNER, ownership code A, individual
Apr 14, 2015 to Aug 22, 2024factForm ADV
← S••••••• D•••••• A•••OwnerTRUSTEE, ownership code F, individual
Apr 14, 2015 to Aug 22, 2024factForm ADV
← W••••••••• M••••••• P••••••OwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Aug 8, 2024 to Aug 22, 2024factForm ADV
← S••••••• J•••• A••••••OwnerTRUSTEE, ownership code F, individual
Mar 31, 2023 to Aug 22, 2024factForm ADV
← A•••• C•••••• G•• L••OwnerGENERAL PARTNER OF REGISTRANT, ownership code NA, domestic entity
Apr 14, 2015 to Aug 22, 2024factForm ADV
← D••••• A• S•••••• R•••••••• T••••OwnerOWNER, ownership code D, domestic entity
Mar 31, 2023 to Aug 22, 2024factForm ADV
← J••• A• S•••••• R•••••••• T••••OwnerOWNER, ownership code D, domestic entity
Mar 31, 2023 to Aug 22, 2024factForm ADV
← P••••••• W•••• I•••OwnerMANAGER, ownership code F, domestic entity
Apr 14, 2015 to Aug 22, 2024factForm ADV
← R•• H•••••••• L••OwnerMANAGER, ownership code F, domestic entity
Mar 31, 2023 to Aug 22, 2024factForm ADV
← R••••• R••••••••• 2••• G••••••••• T••••OwnerOWNER, ownership code D, domestic entity
Mar 31, 2023 to Aug 22, 2024factForm ADV
← R••••• R••••••••• A••••••••• L••OwnerOWNER, ownership code E, domestic entity
Apr 14, 2015 to Aug 22, 2024factForm ADV
← R••••• R••••••••• N•• 2••• B••••••• T••••OwnerOWNER, ownership code C, domestic entity
Mar 31, 2023 to Aug 22, 2024factForm ADV
← R••••• R••••••••• S•• F••••• T••••OwnerOWNER, ownership code E, domestic entity
Apr 14, 2015 to Aug 22, 2024factForm ADV
← R••••••••• S•• C••••OwnerMEMBER, ownership code C, domestic entity
Apr 14, 2015 to Aug 22, 2024factForm ADV