SourcingSourcing

AC FUNDS, LLC

C31
CRD 311748·SEC 801-119975·RIDGEWOOD, NJ
AUM
$1.03B
$1B+
Est. Revenue
$10.3M
@ 1% on AUM
Est. EBITDA
$3.1M
@ 30% margin
Est. Deal Value
$24.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
AC FUNDS, LLC
CRD
311748
SEC file #
801-119975
EIN
000000000
DBA names
—

Economics

AUM
$1.03B
AUM band
$1B+
AUM trajectory
'23'26
$81.2M → $1.03B▲ +1170%
Client mix
Investment Companies6

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'21'26
1 advisors → 1 advisors▬ 0%
Primary office
RIDGEWOOD NJ
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companies
Fee basis
% of AUM

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
advisorscapfunds.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DEANE, KENNETH, IAN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
DEANE, KENNETH, IAN
ADVISORS CAPITAL MANAGEMENT, LLC
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ADVISORSCAPFUNDS.COM
Rdap Domain Creation Date
2020-12-24T17:00:22Z
Rdap Firm Age Years
6
Rdap Firm Age Band
5-10y
Rdap Registrar
Wix.com Ltd.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001612700
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2014-07-03
Edgar Last Filing Date
2014-08-27
Edgar Form D Count
2
Edgar Form D Offerings
2014-08-272014-08-27 · 0001612700-14-000002
2014-07-032014-07-03 · 0001612700-14-000001

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.584
Soi Zip Pct 200k Plus
0.3928
Soi Zip Returns 200k Plus
4,560
Soi Zip Total AGI
3,622,474
Fdic Zip Total Deposits
56,712,589,000
Fdic Zip Branch Count
527
Fdic Zip Top Banks
Citibank, National Association
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
PO BOX 171305SALT LAKE CITY, UT 84117
Business
PO BOX 171305SALT LAKE CITY, UT 84117
Edgar EIN
000000000
Edgar Recent Filings
D/A2014-08-27 · 0001612700-14-000002
D2014-07-03 · 0001612700-14-000001
Fdic Zip Branches Raw
Hudson City Savings BankRidgewood, NJ
Independence Bank of New JerseyRidgewood, NJ
Fdic Zip HHI
607.03
Fdic Zip Top Bank Share Pct
12.6
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-24T17:00:22Z
Rdap Domain Last Changed
2025-11-24T17:05:45Z
Rdap Nameservers
Ns10.wixdns.netNs11.wixdns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI20,795
Returns2,230
Stub 2
AGI37,381
Returns1,010
Stub 3
AGI50,777
Returns820
Soi Zip Total Business Income
118,202
Soi Zip Total Cap Gains
427,883
Soi Zip Total Dividends
129,559
Soi Zip Total Returns
11,610
Top Owner CRD
4551241
Trust Company Affiliate
No

People (3)

3
DEANE, KENNETH, IAN
Direct Owner · 87.5%
4551241
ADVISORS CAPITAL MANAGEMENT, LLC
Direct Owner · 7.5%
112266
Weiss, Steven
Executive Officer · 2.5%
5501942