SourcingSourcing

ACORN ASSET MANAGEMENT LLC

C37
CRD 340572·SEC 801-135439·PRINCETON, NJ
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ACORN ASSET MANAGEMENT LLC
CRD
340572
SEC file #
801-135439
EIN
—
DBA names
—

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
—

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
—
Primary office
PRINCETON NJ
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/09/2026
ADV-W filed at
—
Website
acornassetmanagement.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HUNG, CHINGTAI, ANNIE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
HUNG, CHINGTAI, ANNIE
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
ACORNASSETMANAGEMENT.COM
Rdap Domain Creation Date
2026-01-20T02:32:49Z
Rdap Firm Age Years
0
Rdap Firm Age Band
<5y
Rdap Registrar
IONOS SE

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3295
Soi Zip Pct 200k Plus
0.1875
Soi Zip Returns 200k Plus
330
Soi Zip Total AGI
265,373
Fdic Zip Total Deposits
39,429,392,000
Fdic Zip Branch Count
159
Fdic Zip Top Banks
PNC Bank, National Association
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
Sovereign Bank, A Federal Savings BankPrinceton, NJ
First Fidelity Bank, National AssociationPrinceton, NJ
Fdic Zip HHI
2925.37
Fdic Zip Top Bank Share Pct
46.09
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-20T02:32:49Z
Rdap Domain Last Changed
2026-01-20T02:32:50Z
Rdap Nameservers
Ns1028.ui-dns.bizNs1034.ui-dns.deNs1065.ui-dns.orgNs1103.ui-dns.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI5,061
Returns400
Stub 2
AGI14,648
Returns380
Stub 3
AGI16,175
Returns260
Soi Zip Total Business Income
11,866
Soi Zip Total Cap Gains
18,808
Soi Zip Total Dividends
13,858
Soi Zip Total Returns
1,760
Top Owner CRD
4212433
Trust Company Affiliate
No

People (1)

1
HUNG, CHINGTAI, ANNIE
IAR · Direct Owner · 87.5%
4212433