Acorn Derivatives Management Corp is a large advisory firm based in Stamford. It manages $612.1 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2001.
Acorn Derivatives Management Corp provides portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Acorn Derivatives Management Corp is $612.1 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -28% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Acorn Derivatives Management Corp for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
William Oscar Melvin has been acting as President since 1 Jan 1993. Robert Jacob Groden joined the executive team most recently as the Managing Director.
The principal office where Acorn Derivatives Management Corp performs its advisory services is located at 1266 East Main Street, Stamford, CT 06902, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 203-355-3960 or by fax 203-355-3961. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday.